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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
33
Reduced
59
Closed
10
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
+$512K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.9M
2
UBS Group
2
UBS Group
Switzerland
$39.3M
3
GRP
3
Global Retirement Partners
California
$13M
4
WIA
4
World Investment Advisors
California
$2.2M
5
BPA
5
Beacon Pointe Advisors
California
$1.07M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$267K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.08M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
SC
5
Savant Capital
Illinois
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$818K +$818K +15,508 New
OPW
52
Oxler Private Wealth
New York
$818K -$28K -530 -3%
CAM
53
Cresset Asset Management
Illinois
$815K – – –
Two Sigma Investments
54
Two Sigma Investments
New York
$797K +$15.8K +300 +2%
Goldman Sachs
55
Goldman Sachs
New York
$793K – – –
NRG
56
Nemes Rush Group
Michigan
$732K -$12.2K -243 -2%
MIC
57
Means Investment Company
Maine
$721K -$24.7K -469 -3%
SFP
58
Sweet Financial Partners
Minnesota
$633K – – –
PWP
59
Precedent Wealth Partners
Texas
$603K -$123K -2,339 -17%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$598K -$20.9K -397 -3%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$567K – – –
SAM
62
S.A. Mason
Michigan
$551K – – –
Mariner
63
Mariner
Kansas
$501K +$69.5K +1,318 +16%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$494K -$182K -3,515 -27%
KFP
65
KMG Fiduciary Partners
Ohio
$477K +$1.53K +29 +0.3%
NW
66
NewEdge Wealth
Pennsylvania
$476K +$476K +9,017 New
EP
67
Essential Planning
New Hampshire
$470K -$5.54K -105 -1%
MML Investors Services
68
MML Investors Services
Massachusetts
$465K -$6.8K -129 -1%
CA
69
Claro Advisors
Massachusetts
$435K -$11.9K -225 -3%
Betterment LLC
70
Betterment LLC
New York
$417K -$5.43K -103 -1%
NS
71
NBC Securities
Alabama
$415K -$9.17K -174 -2%
RA
72
RFG Advisory
Alabama
$403K -$58.8K -1,115 -13%
PA
73
PSI Advisors
Florida
$388K +$2.11K +40 +0.5%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$383K +$43.3K +820 +13%
CPIG
75
Chicago Partners Investment Group
Illinois
$380K +$836 +16 +0.2%
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