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WisdomTree US SmallCap Earnings Fund

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
33
Reduced
59
Closed
10
Calls
$512K
Puts
Net Calls
+$512K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
101
Institute for Wealth Management
Colorado
$226K
ESB
102
Essex Savings Bank
Connecticut
$222K +$222K +4,200 New
TFG
103
Team Financial Group
California
$218K -$81.6K -1,548 -27%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K +$31.1K +590 +17%
JIC
105
Joel Isaacson & Co
New York
$213K +$213K +4,040 New
GLLW
106
Graves Light Lenhart Wealth
Virginia
$206K +$206K +3,900 New
LCM
107
LVM Capital Management
Michigan
$203K
USCWA
108
U.S. Capital Wealth Advisors
Texas
$201K +$201K +3,807 New
Comerica Bank
109
Comerica Bank
Texas
$200K +$47.8K +907 +31%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$193K
ADL
111
Asset Dedication LLC
California
$167K
HI
112
Harbour Investments
Wisconsin
$159K +$18.2K +345 +13%
CA
113
CoreCap Advisors
Michigan
$140K -$1.48K -28 -1%
ITIM
114
Indiana Trust & Investment Management
Indiana
$113K
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$106K -$1.96K -37 -2%
M
116
MOTCO
Texas
$105K
JWA
117
JFS Wealth Advisors
Pennsylvania
$95.6K
GFPC
118
Global Financial Private Client
Florida
$79.1K
RIL
119
Rothschild Investment LLC
Illinois
$73.9K
FCG
120
Financial Connections Group
California
$71K
KFI
121
Key Financial Inc
Pennsylvania
$67.8K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$59.5K -$43.3K -820 -42%
HWM
123
Horizons Wealth Management
North Carolina
$43.9K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$34.5K +$34.5K +658 New
EWM
125
EPG Wealth Management
Georgia
$34.4K +$34.4K +653 New