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WisdomTree US SmallCap Earnings Fund

159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
33
Reduced
58
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
101
Institute for Wealth Management
Colorado
$231K
USCWA
102
U.S. Capital Wealth Advisors
Texas
$231K +$25.4K +470 +12%
LCM
103
LVM Capital Management
Michigan
$229K -$3.73K -69 -2%
ESB
104
Essex Savings Bank
Connecticut
$227K
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K -$5.39K -100 -2%
JIC
106
Joel Isaacson & Co
New York
$214K -$4.05K -75 -2%
GLLW
107
Graves Light Lenhart Wealth
Virginia
$210K
TFG
108
Team Financial Group
California
$209K -$13.4K -248 -6%
CPA
109
Cathy Pareto & Associates
Florida
$206K +$206K +3,811 New
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$203K +$203K +3,755 New
Comerica Bank
111
Comerica Bank
Texas
$200K -$3.78K -70 -2%
AG
112
AmeriFlex Group
Nevada
$172K +$172K +3,110 New
ADL
113
Asset Dedication LLC
California
$171K
AWM
114
AE Wealth Management
Kansas
$167K -$125K -2,322 -43%
HI
115
Harbour Investments
Wisconsin
$150K -$12.5K -231 -8%
CA
116
CoreCap Advisors
Michigan
$119K -$24.1K -447 -17%
ITIM
117
Indiana Trust & Investment Management
Indiana
$116K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$107K -$539 -10 -0.5%
M
119
MOTCO
Texas
$107K
JWA
120
JFS Wealth Advisors
Pennsylvania
$97.8K
Citigroup
121
Citigroup
New York
$94.4K -$229K -4,247 -71%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$86.6K -$111K -2,060 -56%
GFPC
123
Global Financial Private Client
Florida
$80.9K
RIL
124
Rothschild Investment LLC
Illinois
$75.5K
FCG
125
Financial Connections Group
California
$72K