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WisdomTree US SmallCap Earnings Fund

116 hedge funds and large institutions have $331M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
34
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$27K -$61.2K -1,580 -69%
EWM
102
EPG Wealth Management
Georgia
$24K +$24K +613 New
IWP
103
IAG Wealth Partners
Wisconsin
$20K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$20K
S
105
SignatureFD
Georgia
$10K +$10K +250 New
AA
106
Addison Advisors
Vermont
$9K
Citigroup
107
Citigroup
New York
$8K -$86.6K -2,229 -92%
KFI
108
Key Financial Inc
Pennsylvania
$6K
C
109
Covestor
United Kingdom
$6K +$6K +162 New
AA
110
Ancora Advisors
Ohio
$4K
CMP
111
Coston McIsaac & Partners
Maine
$3K
GI
112
Gradient Investments
Minnesota
$3K
HI
113
Harbour Investments
Wisconsin
$2K
MA
114
Montag & Associates
Georgia
$1K
AIC
115
Archer Investment Corporation
Indiana
$789
BPA
116
Beacon Pointe Advisors
California
-$836K -20,329 Closed
MIAN
117
Mariner Independent Advisor Network
Kansas
-$641K -15,249 Closed
OFS
118
OneAscent Financial Services
Alabama
-$392K -9,530 Closed
AWA
119
Arkadios Wealth Advisors
Georgia
-$245K -5,953 Closed
LCM
120
LVM Capital Management
Michigan
-$242K -5,895 Closed
AWA
121
Amplius Wealth Advisors
Pennsylvania
-$208K -5,065 Closed
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
-$180K -4,372 Closed
GLLW
123
Graves Light Lenhart Wealth
Virginia
-$160K -3,900 Closed
PTC
124
Private Trust Company
Ohio
-$67K -1,639 Closed
MIM
125
Macroview Investment Management
Maryland
-$3K -83 Closed