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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$11M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$3.38M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$201K +$201K +5,168 New
ADL
77
Asset Dedication LLC
California
$185K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$180K +$35.2K +904 +24%
TFS
79
TrustCore Financial Services
Tennessee
$156K -$31.2K -800 -17%
GLLW
80
Graves Light Lenhart Wealth
Virginia
$152K +$152K +3,900 New
NC
81
NewSquare Capital
Pennsylvania
$117K +$65.2K +1,670 +126%
APA
82
American Portfolios Advisors
New York
$102K – – –
JWA
83
JFS Wealth Advisors
Pennsylvania
$96K – – –
IA
84
IFP Advisors
Florida
$90K +$12.2K +313 +16%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$77K -$5.36K -137 -7%
GRP
86
Global Retirement Partners
California
$75K +$2.33K +60 +3%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K -$14.4K -370 -20%
GFPC
88
Global Financial Private Client
Florida
$58.4K – – –
VFA
89
Valeo Financial Advisors
Indiana
$55K -$27.9K -719 -34%
William Blair & Company
90
William Blair & Company
Illinois
$43K – – –
KPCM
91
Kings Point Capital Management
New York
$37K – – –
SIAG
92
Safeguard Investment Advisory Group
California
$36K +$36K +928 New
US Bancorp
93
US Bancorp
Minnesota
$27K – – –
S
94
SignatureFD
Georgia
$26K – – –
BAM
95
Barrett Asset Management
New York
$26K – – –
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$20K – – –
BFEC
97
Benjamin F. Edwards & Company
Missouri
$19K – – –
LFG
98
Larson Financial Group
Missouri
$18K +$18K +460 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$15K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$15K – – –
1 2 3
4
5