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WisdomTree US SmallCap Earnings Fund

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
33
Reduced
59
Closed
10
Calls
$512K
Puts
Net Calls
+$512K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$370K +$22.8K +433 +7%
BFG
77
Berger Financial Group
Minnesota
$367K
AWS
78
Atria Wealth Solutions
New York
$363K +$211 +4 +0.1%
MWM
79
Modera Wealth Management
New Jersey
$360K
FA
80
FSA Advisors
Michigan
$352K -$11K -234 -3%
PVI
81
Pine Valley Investments
New Jersey
$350K +$17.4K +330 +5%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$338K +$5.8K +110 +2%
Citigroup
83
Citigroup
New York
$316K +$14.7K +279 +5%
IF
84
Intrua Financial
Texas
$312K -$689K -13,061 -69%
DC
85
Davenport & Co
Virginia
$290K +$15.4K +291 +6%
AWM
86
AE Wealth Management
Kansas
$285K +$285K +5,409 New
WBCM
87
Wilson & Boucher Capital Management
California
$285K
KWM
88
Kingsview Wealth Management
Oregon
$282K -$2.43K -46 -0.9%
CM
89
Capital Management
Virginia
$277K
SAI
90
Savvy Advisors Inc
New York
$276K
FIM
91
Freedom Investment Management
Connecticut
$267K -$9.94M -188,496 -97%
William Blair & Company
92
William Blair & Company
Illinois
$263K -$298K -5,650 -53%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$261K -$9.43K -179 -3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$257K -$10.3K -195 -4%
EH
95
Equitable Holdings
New York
$256K -$35.8K -679 -12%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$144K -2,722 -37%
WEG
97
World Equity Group
Illinois
$235K +$235K +4,451 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$234K +$63.9K +1,211 +38%
CCA
99
Clearwater Capital Advisors
Illinois
$232K
LFPWM
100
Leicht Financial Planning & Wealth Management
New Jersey
$229K