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WisdomTree US SmallCap Earnings Fund

118 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
40
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$28.2K +$1.73K +40 +7%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$27.1K -$15.4K -356 -36%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$22K
NFSG
104
Newbridge Financial Services Group
Florida
$16.2K
AP
105
Advisors Preferred
Maryland
$10.5K +$10.5K +243 New
AA
106
Addison Advisors
Vermont
$9.73K
RFA
107
Register Financial Advisors
Georgia
$9.08K
CTA
108
Colonial Trust Advisors
South Carolina
$8.64K
HI
109
Harbour Investments
Wisconsin
$7.33K +$5.09K +118 +227%
KFI
110
Key Financial Inc
Pennsylvania
$6.27K
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$6.19K +$1.08K +25,063 +21%
C
112
Covestor
United Kingdom
$6K -$1.07K -23 -15%
AF
113
Allworth Financial
California
$5.36K +$5.36K +124 New
FCMT
114
Founders Capital Management (Texas)
Texas
$5K +$5K +126 New
AA
115
Ancora Advisors
Ohio
$4.11K
CMP
116
Coston McIsaac & Partners
Maine
$4K
MA
117
Montag & Associates
Georgia
$1.12K
AIC
118
Archer Investment Corporation
Indiana
$877
SWP
119
Stratos Wealth Partners
Ohio
-$8.72M -204,665 Closed
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
-$1.18M -27,720 Closed
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
-$584K -13,717 Closed
DWM
122
Dakota Wealth Management
Florida
-$258K -6,066 Closed
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
-$201K -4,715 Closed
USCWA
124
U.S. Capital Wealth Advisors
Texas
-$162K -3,807 Closed
MCC
125
Money Concepts Capital
Florida
-$98.9K -2,322 Closed