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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
3
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
5
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$31.3M
3
SAM
3
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
4
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
5
UBS Group
Switzerland
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
– -$2.26M -50,428 Closed
CWM
127
Collaborative Wealth Management
Florida
– -$230K -5,133 Closed
EWA
128
EverSource Wealth Advisors
Alabama
– -$2.24K -50 Closed
MA
129
Montag & Associates
Georgia
– -$1.17K -26 Closed
TRCT
130
Tower Research Capital (TRC)
New York
– -$762 -17 Closed
2 3 4 5
6