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WisdomTree US SmallCap Earnings Fund

135 hedge funds and large institutions have $433M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
101
Essex Savings Bank
Connecticut
$209K +$209K +4,200 New
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$201K +$201K +4,042 New
TVAMP
103
Tennessee Valley Asset Management Partners
Tennessee
$199K +$199K +4,001 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$183K
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K +$15.4K +310 +10%
ADL
106
Asset Dedication LLC
California
$158K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$141K +$3.99K +80 +3%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$111K
ITIM
109
Indiana Trust & Investment Management
Indiana
$107K
JWA
110
JFS Wealth Advisors
Pennsylvania
$90.3K
RIL
111
Rothschild Investment LLC
Illinois
$84.7K +$84.7K +1,700 New
GFPC
112
Global Financial Private Client
Florida
$74.7K
FCG
113
Financial Connections Group
California
$67K
HI
114
Harbour Investments
Wisconsin
$63.3K +$45.7K +918 +261%
CFB
115
Cullen/Frost Bankers
Texas
$41.7K
HWM
116
Horizons Wealth Management
North Carolina
$41.5K -$8.47K -170 -17%
IA
117
IFP Advisors
Florida
$32.2K -$41.9K -841 -57%
EWM
118
EPG Wealth Management
Georgia
$30.7K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$25K
PS
120
Principal Securities
Iowa
$18.9K +$18.9K +379 New
NFSG
121
Newbridge Financial Services Group
Florida
$18.7K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$14.7K -$23.6K -474 -62%
AA
123
Addison Advisors
Vermont
$11.2K
CTA
124
Colonial Trust Advisors
South Carolina
$9.96K
KFI
125
Key Financial Inc
Pennsylvania
$7.22K