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WisdomTree US SmallCap Earnings Fund

118 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
40
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$274K +$274K +6,335 New
CCA
77
Clearwater Capital Advisors
Illinois
$269K -$74.2K -1,716 -22%
APA
78
Astoria Portfolio Advisors
New York
$259K +$30.4K +719 +13%
CWM
79
Collaborative Wealth Management
Florida
$254K +$21.7K +503 +9%
EFS
80
Essex Financial Services
Connecticut
$244K
WBCM
81
Wilson & Boucher Capital Management
California
$233K
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$231K +$1.69K +79 +0.7%
CM
83
Capital Management
Virginia
$229K -$1.08K -25 -0.5%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$226K
LCM
85
LVM Capital Management
Michigan
$206K
ADL
86
Asset Dedication LLC
California
$137K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$117K
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$96.9K
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$96.2K +$2.38K +55 +3%
AAS
90
Ameritas Advisory Services
Nebraska
$90.7K +$90.7K +2,100 New
JWA
91
JFS Wealth Advisors
Pennsylvania
$78.4K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$75.3K +$22.4K +518 +42%
IA
93
IFP Advisors
Florida
$71.3K -$2.32M -60,560 -97%
HWM
94
Horizons Wealth Management
North Carolina
$70.4K
GFPC
95
Global Financial Private Client
Florida
$64.7K
FCG
96
Financial Connections Group
California
$58K
PFBT
97
Parkside Financial Bank & Trust
Missouri
$57.6K +$57.6K +1,333 New
GI
98
Gradient Investments
Minnesota
$57K -$12.5M -289,977 -100%
CFB
99
Cullen/Frost Bankers
Texas
$36.2K
TWA
100
TCI Wealth Advisors
Arizona
$35.4K