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WisdomTree US SmallCap Earnings Fund

117 hedge funds and large institutions have $291M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.98%
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
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
76
Meeder Asset Management
Ohio
$271K -$29.1K -709 -10%
EFS
77
Essex Financial Services
Connecticut
$257K -$16.6K -404 -6%
AWA
78
Arkadios Wealth Advisors
Georgia
$245K -$57.8K -1,404 -19%
LCM
79
LVM Capital Management
Michigan
$242K
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$235K -$6.64M -158,635 -97%
WBCM
81
Wilson & Boucher Capital Management
California
$222K
CWM
82
Collaborative Wealth Management
Florida
$217K +$217K +5,269 New
AWA
83
Amplius Wealth Advisors
Pennsylvania
$208K -$1.17M -28,603 -85%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$180K +$9.72K +236 +6%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$175K +$24.8K +604 +16%
TFS
86
TrustCore Financial Services
Tennessee
$164K
GLLW
87
Graves Light Lenhart Wealth
Virginia
$160K
ADL
88
Asset Dedication LLC
California
$130K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$110K
APA
90
American Portfolios Advisors
New York
$108K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$105K -$12.6K -308 -11%
Citigroup
92
Citigroup
New York
$100K -$101K -2,467 -50%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$94K +$18.5K +447 +24%
HWM
94
Horizons Wealth Management
North Carolina
$77K +$77K +1,628 New
JWA
95
JFS Wealth Advisors
Pennsylvania
$75K -$27.5K -665 -27%
PTC
96
Private Trust Company
Ohio
$67K +$67K +1,639 New
GFPC
97
Global Financial Private Client
Florida
$62.5K
FCG
98
Financial Connections Group
California
$55K
US Bancorp
99
US Bancorp
Minnesota
$51K +$51K +1,250 New
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$5.18K +125 +12%