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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
33
Reduced
58
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$29.4M
2
WA
2
Waverly Advisors
Alabama
$4.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M
4
LPL Financial
4
LPL Financial
California
$21.4M
5
GRP
5
Global Retirement Partners
California
$14.7M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$45.8M
3
SC
3
Savant Capital
Illinois
$14M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
51
Tyler-Stone Wealth Management
Ohio
$937K +$13.5K +250 +1%
SAM
52
Smartleaf Asset Management
Massachusetts
$937K -$41.8K -777 -4%
LFG
53
Larson Financial Group
Missouri
$901K -$2.16K -40 -0.2%
NRG
54
Nemes Rush Group
Michigan
$858K +$70.5K +1,307 +9%
Two Sigma Investments
55
Two Sigma Investments
New York
$858K +$43.2K +800 +5%
FHA
56
Flagship Harbor Advisors
Massachusetts
$831K -$5.88K -109 -0.7%
Goldman Sachs
57
Goldman Sachs
New York
$811K – – –
BCI
58
Blue Capital Inc
Nebraska
$799K +$799K +14,813 New
CWA
59
Crux Wealth Advisors
California
$796K +$796K +14,757 New
OPW
60
Oxler Private Wealth
New York
$778K -$58.7K -1,089 -7%
MIC
61
Means Investment Company
Maine
$735K -$3.02K -56 -0.4%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$666K +$666K +12,351 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$613K +$2.21K +41 +0.4%
WSCM
64
Wellington Shields Capital Management
New York
$613K -$345K -6,400 -36%
WEG
65
World Equity Group
Illinois
$602K +$361K +6,701 +151%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$575K – – –
CRFG
67
Columbia River Financial Group
Washington
$551K +$551K +10,221 New
SAM
68
S.A. Mason
Michigan
$510K -$53.9K -1,000 -10%
PWP
69
Precedent Wealth Partners
Texas
$504K -$112K -2,080 -18%
KFP
70
KMG Fiduciary Partners
Ohio
$494K +$6.2K +115 +1%
NW
71
NewEdge Wealth
Pennsylvania
$493K +$6.74K +125 +1%
Mariner
72
Mariner
Kansas
$489K -$23.4K -434 -5%
MML Investors Services
73
MML Investors Services
Massachusetts
$482K +$5.88K +109 +1%
CA
74
Claro Advisors
Massachusetts
$444K – – –
CAM
75
Cresset Asset Management
Illinois
$417K -$417K -7,728 -50%
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3
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