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WisdomTree US SmallCap Earnings Fund

145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
54
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$387K
FA
77
FSA Advisors
Michigan
$386K +$159K +3,168 +70%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$381K -$16.3K -326 -4%
Betterment LLC
79
Betterment LLC
New York
$375K -$251 -5 -0.1%
PA
80
PSI Advisors
Florida
$366K -$15K -300 -4%
AWS
81
Atria Wealth Solutions
New York
$364K -$22.5K -448 -6%
NS
82
NBC Securities
Alabama
$357K +$126K +2,522 +55%
TFG
83
Team Financial Group
California
$355K -$8.52K -170 -2%
BFG
84
Berger Financial Group
Minnesota
$349K
CPIG
85
Chicago Partners Investment Group
Illinois
$346K +$20.2K +422 +6%
MWM
86
Modera Wealth Management
New Jersey
$342K
US Bancorp
87
US Bancorp
Minnesota
$330K -$9.27K -185 -3%
PVI
88
Pine Valley Investments
New Jersey
$310K -$22.9K -457 -7%
ICG
89
InterOcean Capital Group
Tennessee
$303K +$303K +6,055 New
CCA
90
Clearwater Capital Advisors
Illinois
$291K -$7.02K -140 -2%
KWM
91
Kingsview Wealth Management
Oregon
$288K -$24.1K -481 -8%
EFS
92
Essex Financial Services
Connecticut
$283K
Citigroup
93
Citigroup
New York
$275K +$7.47K +149 +3%
WBCM
94
Wilson & Boucher Capital Management
California
$271K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$263K -$451 -9 -0.2%
SAI
96
Savvy Advisors Inc
New York
$262K +$262K +5,232 New
CM
97
Capital Management
Virginia
$262K -$1K -20 -0.4%
EH
98
Equitable Holdings
New York
$261K +$261K +5,209 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$254K -$43.6K -869 -15%
Comerica Bank
100
Comerica Bank
Texas
$243K -$66.8K -1,332 -22%