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WisdomTree US SmallCap Earnings Fund

116 hedge funds and large institutions have $331M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
34
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Claro Advisors
Massachusetts
$286K
Betterment LLC
77
Betterment LLC
New York
$285K
SWP
78
Stratos Wealth Partners
Ohio
$257K -$33.5K -854 -12%
KWM
79
Kingsview Wealth Management
Oregon
$257K -$5.88K -150 -2%
EFS
80
Essex Financial Services
Connecticut
$245K
CWM
81
Collaborative Wealth Management
Florida
$213K +$6.89K +176 +3%
WBCM
82
Wilson & Boucher Capital Management
California
$212K
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$205K -$15.3K -391 -7%
MAM
84
Meeder Asset Management
Ohio
$187K -$72.1K -1,835 -28%
TFS
85
TrustCore Financial Services
Tennessee
$157K
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$135K -$32.1K -819 -19%
ADL
87
Asset Dedication LLC
California
$124K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$105K
APA
89
American Portfolios Advisors
New York
$103K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$98K -$2.36K -60 -2%
JWA
91
JFS Wealth Advisors
Pennsylvania
$71K
HWM
92
Horizons Wealth Management
North Carolina
$64K
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$62K +$58.5K +1,493 +1,678%
GFPC
94
Global Financial Private Client
Florida
$60.3K
FCG
95
Financial Connections Group
California
$52K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K +$5.32K +135 +12%
US Bancorp
97
US Bancorp
Minnesota
$49K
MCM
98
MV Capital Management
Maryland
$38K
CFB
99
Cullen/Frost Bankers
Texas
$33K +$33K +837 New
PP
100
Pacifica Partners
Canada
$29K