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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

142 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$9.63M
2
Jane Street
2
Jane Street
New York
$2.26M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.2M
4
P
4
&Partners
Tennessee
$1.41M
5
LFG
5
Larson Financial Group
Missouri
$790K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$32.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.4M
4
GS
4
GTS Securities
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$348K -$10.1K -214 -3%
PA
77
PSI Advisors
Florida
$345K – – –
BFG
78
Berger Financial Group
Minnesota
$328K – – –
AWS
79
Atria Wealth Solutions
New York
$324K -$18.5K -393 -5%
MWM
80
Modera Wealth Management
New Jersey
$321K – – –
US Bancorp
81
US Bancorp
Minnesota
$310K – – –
FTUS
82
Flow Traders U.S.
New York
$304K +$304K +6,441 New
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$304K +$304K +6,445 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$297K -$102K -2,166 -26%
PVI
85
Pine Valley Investments
New Jersey
$297K +$5.37K +114 +2%
EFS
86
Essex Financial Services
Connecticut
$277K – – –
Citigroup
87
Citigroup
New York
$270K +$10.7K +227 +4%
TFG
88
Team Financial Group
California
$268K -$66.1K -1,403 -20%
EH
89
Equitable Holdings
New York
$261K +$15.5K +328 +6%
WBCM
90
Wilson & Boucher Capital Management
California
$255K – – –
KWM
91
Kingsview Wealth Management
Oregon
$254K -$16.5K -350 -6%
CM
92
Capital Management
Virginia
$247K +$801 +17 +0.3%
SAI
93
Savvy Advisors Inc
New York
$247K – – –
DC
94
Davenport & Co
Virginia
$246K -$512K -10,853 -68%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$242K -$5.52K -117 -2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$239K – – –
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$221K +$13K +276 +6%
CCA
98
Clearwater Capital Advisors
Illinois
$207K -$66.1K -1,403 -24%
LFPWM
99
Leicht Financial Planning & Wealth Management
New Jersey
$204K -$2.5K -53 -1%
LCM
100
LVM Capital Management
Michigan
$203K -$2.5K -53 -1%
2 3
4
5 6