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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

114 hedge funds and large institutions have $300M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
31
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$3.43M
2
UBS Group
2
UBS Group
Switzerland
$32.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
FHC
4
First Heartland Consultants
Missouri
$1.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
SW
2
Signify Wealth
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AW
4
ACG Wealth
Georgia
$1.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
76
Frisch Financial Group
New York
$215K +$592 +12 +0.3%
IFWM
77
Institute for Wealth Management
Colorado
$212K – – –
ESB
78
Essex Savings Bank
Connecticut
$210K +$210K +4,200 New
KA
79
Klingman & Associates
New York
$200K +$200K +4,050 New
TFS
80
TrustCore Financial Services
Tennessee
$198K – – –
GLLW
81
Graves Light Lenhart Wealth
Virginia
$193K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$186K -$19.3K -390 -9%
NC
83
NewSquare Capital
Pennsylvania
$177K +$14.3K +290 +9%
ADL
84
Asset Dedication LLC
California
$156K – – –
APA
85
American Portfolios Advisors
New York
$130K – – –
GRP
86
Global Retirement Partners
California
$125K +$15.6K +315 +14%
IA
87
IFP Advisors
Florida
$122K -$1.42K -29 -1%
JWA
88
JFS Wealth Advisors
Pennsylvania
$122K – – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$97K +$49 +1 +0.1%
ECM
90
ExodusPoint Capital Management
New York
$97K +$97K +1,973 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$88K +$88K +1,752 New
William Blair & Company
92
William Blair & Company
Illinois
$80K – – –
GFPC
93
Global Financial Private Client
Florida
$74.8K – – –
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K -$4.92K -100 -7%
BU
95
BBVA USA
Alabama
$51K +$51K +1,030 New
KPCM
96
Kings Point Capital Management
New York
$47K – – –
S
97
SignatureFD
Georgia
$33K – – –
BAM
98
Barrett Asset Management
New York
$33K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$32K – – –
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$29K +$3.69K +75 +15%
2 3
4
5 6