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WisdomTree US SmallCap Earnings Fund

145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
54
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$221K +$18.2K +364 +9%
LFPWM
102
Leicht Financial Planning & Wealth Management
New Jersey
$220K -$166K -3,319 -43%
LCM
103
LVM Capital Management
Michigan
$219K -$5.67K -113 -3%
IFWM
104
Institute for Wealth Management
Colorado
$215K
ESB
105
Essex Savings Bank
Connecticut
$209K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$184K
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K +$8.52K +170 +5%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$162K +$19.9K +396 +14%
ADL
109
Asset Dedication LLC
California
$158K
CA
110
CoreCap Advisors
Michigan
$155K +$155K +3,085 New
HI
111
Harbour Investments
Wisconsin
$110K +$46K +918 +72%
ITIM
112
Indiana Trust & Investment Management
Indiana
$107K
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$102K -$9.93K -198 -9%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$97.5K -$114K -2,280 -54%
RFA
115
Register Financial Advisors
Georgia
$93.6K +$93.6K +1,868 New
JWA
116
JFS Wealth Advisors
Pennsylvania
$90.9K
GFPC
117
Global Financial Private Client
Florida
$74.4K
RIL
118
Rothschild Investment LLC
Illinois
$70.2K -$15K -300 -18%
FCG
119
Financial Connections Group
California
$68K
KFI
120
Key Financial Inc
Pennsylvania
$64.5K +$57.2K +1,141 +787%
CFB
121
Cullen/Frost Bankers
Texas
$42K
HWM
122
Horizons Wealth Management
North Carolina
$41.5K
EWM
123
EPG Wealth Management
Georgia
$32.7K
IA
124
IFP Advisors
Florida
$28.7K -$3.71K -74 -11%
Simplex Trading
125
Simplex Trading
Illinois
$22K +$22K +453 New