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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

142 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$9.63M
2
Jane Street
2
Jane Street
New York
$2.26M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.2M
4
P
4
&Partners
Tennessee
$1.41M
5
LFG
5
Larson Financial Group
Missouri
$790K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$32.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.4M
4
GS
4
GTS Securities
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPW
51
Oxler Private Wealth
New York
$756K -$35.1K -745 -4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$753K -$153K -3,237 -17%
CAM
53
Cresset Asset Management
Illinois
$728K +$364K +7,728 +100%
Goldman Sachs
54
Goldman Sachs
New York
$708K – – –
NRG
55
Nemes Rush Group
Michigan
$699K +$11.5K +243 +2%
Two Sigma Investments
56
Two Sigma Investments
New York
$698K -$4.71K -100 -0.7%
MIC
57
Means Investment Company
Maine
$667K -$5.09K -108 -0.8%
PWP
58
Precedent Wealth Partners
Texas
$649K -$22.7K -481 -3%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$615K -$2.4K -51 -0.4%
SFP
60
Sweet Financial Partners
Minnesota
$566K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$553K +$94 +2 +0%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$503K – – –
William Blair & Company
63
William Blair & Company
Illinois
$501K -$2.78K -59 -0.6%
SAM
64
S.A. Mason
Michigan
$493K +$1.18K +25 +0.2%
EP
65
Essential Planning
New Hampshire
$425K -$80.5K -1,709 -16%
KFP
66
KMG Fiduciary Partners
Ohio
$425K +$1.7K +36 +0.4%
MML Investors Services
67
MML Investors Services
Massachusetts
$422K +$7.17K +152 +2%
TSWM
68
Tyler-Stone Wealth Management
Ohio
$419K -$30.4K -644 -7%
RA
69
RFG Advisory
Alabama
$413K +$35.1K +744 +9%
CA
70
Claro Advisors
Massachusetts
$399K +$9.66K +205 +2%
FA
71
FSA Advisors
Michigan
$386K – – –
CPIG
72
Chicago Partners Investment Group
Illinois
$386K +$1.12K +21 +0.3%
Mariner
73
Mariner
Kansas
$385K +$94 +2 +0%
NS
74
NBC Securities
Alabama
$379K +$42.6K +904 +13%
Betterment LLC
75
Betterment LLC
New York
$378K +$25.6K +542 +7%
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