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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

114 hedge funds and large institutions have $300M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
31
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$3.43M
2
UBS Group
2
UBS Group
Switzerland
$32.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
FHC
4
First Heartland Consultants
Missouri
$1.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
SW
2
Signify Wealth
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AW
4
ACG Wealth
Georgia
$1.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$25K – – –
SB
102
Strategic Blueprint
Georgia
$25K +$25K +504 New
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$17K +$17K +341 New
EVM
104
Eaton Vance Management
Massachusetts
$14K – – –
Barclays
105
Barclays
United Kingdom
$14K +$14K +290 New
AA
106
Addison Advisors
Vermont
$11K +$11K +225 New
KFI
107
Key Financial Inc
Pennsylvania
$7K – – –
AA
108
Ancora Advisors
Ohio
$5K – – –
GI
109
Gradient Investments
Minnesota
$4K -$68.6K -1,286 -94%
RCA
110
Ranch Capital Advisors
Florida
$2K -$2K -59 Closed
COCM
111
Charter Oak Capital Management
New Hampshire
$2K – – –
TVAMP
112
Tennessee Valley Asset Management Partners
Tennessee
$1K -$1.83K -27,605 -65%
MA
113
Montag & Associates
Georgia
$1K – – –
EF
114
Empowered Funds
Pennsylvania
– -$11M -282,524 Closed
SW
115
Signify Wealth
Missouri
– -$8.76M -184,887 Closed
EE
116
EWG Elevate
California
– -$1.42M -29,858 Closed
WIA
117
Wealthstreet Investment Advisors
Texas
– -$1.29M -27,256 Closed
EWM
118
Evercore Wealth Management
New York
– -$260K -5,497 Closed
KLI
119
Kelman-Lazarov Inc
Tennessee
– -$256K -5,412 Closed
IA
120
Insight Advisors
Pennsylvania
– -$222K -4,610 Closed
CAL
121
Capital Analysts LLC
Pennsylvania
– -$125K -2,632 Closed
AP
122
Advisors Preferred
Maryland
– -$21K -437 Closed
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
– -$18K -374 Closed
GWM
124
Geneos Wealth Management
Colorado
– -$13K -275 Closed
FFA
125
Founders Financial Alliance
North Carolina
– -$7K -140 Closed
2 3 4
5
6