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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.82M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$31.3M
3
SAM
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
UBS Group
Switzerland
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Modera Wealth Management
New Jersey
$295K +$295K +6,821 New
US Bancorp
77
US Bancorp
Minnesota
$285K – – –
KWM
78
Kingsview Wealth Management
Oregon
$279K – – –
Two Sigma Investments
79
Two Sigma Investments
New York
$273K +$273K +6,300 New
CPIG
80
Chicago Partners Investment Group
Illinois
$271K +$2.02K +50 +0.8%
Citigroup
81
Citigroup
New York
$269K +$692 +16 +0.3%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$265K -$303 -7 -0.1%
PVI
83
Pine Valley Investments
New Jersey
$261K +$23.9K +552 +10%
CCA
84
Clearwater Capital Advisors
Illinois
$258K -$9.09K -210 -3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$257K – – –
Comerica Bank
86
Comerica Bank
Texas
$250K +$250K +5,775 New
EFS
87
Essex Financial Services
Connecticut
$244K – – –
WBCM
88
Wilson & Boucher Capital Management
California
$234K – – –
CM
89
Capital Management
Virginia
$230K – – –
SWP
90
Stratos Wealth Partners
Ohio
$228K -$8.7K -201 -4%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$210K -$106K -2,454 -34%
LCM
92
LVM Capital Management
Michigan
$201K – – –
NS
93
NBC Securities
Alabama
$165K +$165K +3,820 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$159K – – –
ADL
95
Asset Dedication LLC
California
$137K – – –
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K +$17.7K +410 +16%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$119K +$53.9K +1,245 +83%
Legacy Financial Group (Iowa)
98
Legacy Financial Group (Iowa)
Iowa
$112K +$112K +2,578 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$96.8K – – –
ITIM
100
Indiana Trust & Investment Management
Indiana
$92.7K +$92.7K +2,143 New
2 3
4
5 6