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WisdomTree US SmallCap Earnings Fund

135 hedge funds and large institutions have $433M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% 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
19
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
RFG Advisory
Alabama
$380K +$8.92K +179 +2%
PA
77
PSI Advisors
Florida
$379K +$847 +17 +0.2%
Betterment LLC
78
Betterment LLC
New York
$373K -$17.9K -358 -5%
TFG
79
Team Financial Group
California
$361K +$4.33K +87 +1%
BFG
80
Berger Financial Group
Minnesota
$347K -$34.1K -684 -9%
MWM
81
Modera Wealth Management
New Jersey
$340K
US Bancorp
82
US Bancorp
Minnesota
$337K +$9.22K +185 +3%
PVI
83
Pine Valley Investments
New Jersey
$331K +$30.2K +606 +10%
MML Investors Services
84
MML Investors Services
Massachusetts
$326K -$1.53M -30,826 -82%
CPIG
85
Chicago Partners Investment Group
Illinois
$326K +$5.54K +116 +2%
KWM
86
Kingsview Wealth Management
Oregon
$310K -$11.2K -225 -3%
Comerica Bank
87
Comerica Bank
Texas
$308K +$20.4K +409 +7%
CCA
88
Clearwater Capital Advisors
Illinois
$296K -$1.45K -29 -0.5%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$296K
EFS
90
Essex Financial Services
Connecticut
$281K
WBCM
91
Wilson & Boucher Capital Management
California
$269K
Citigroup
92
Citigroup
New York
$266K -$43.2K -868 -14%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$262K -$43.1K -866 -14%
CM
94
Capital Management
Virginia
$262K -$3.14K -63 -1%
NS
95
NBC Securities
Alabama
$230K +$39.8K +799 +21%
FA
96
FSA Advisors
Michigan
$226K +$226K +4,539 New
LCM
97
LVM Capital Management
Michigan
$223K -$8.67K -174 -4%
CWM
98
Collaborative Wealth Management
Florida
$222K +$222K +4,451 New
IFWM
99
Institute for Wealth Management
Colorado
$214K +$214K +4,290 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$210K -$31K -622 -13%