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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

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
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.2M
2
IWP
2
Invenio Wealth Partners
Florida
$5.78M
3
SPIA
3
Steward Partners Investment Advisory
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$26.1M
5
GS
5
GTS Securities
New York
$2.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.12M
3
AWM
3
AE Wealth Management
Kansas
$0
4
UBS Group
4
UBS Group
Switzerland
$41M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$19K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$18.8K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$15K -$10K -200 -40%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$14.8K – – –
AA
130
Addison Advisors
Vermont
$11.3K – – –
CTA
131
Colonial Trust Advisors
South Carolina
$10K – – –
RWM
132
Ruedi Wealth Management
Illinois
$8.17K +$8.17K +163 New
PB
133
Pinnacle Bancorp
Nebraska
$6.77K +$802 +16 +13%
FFA
134
Frazier Financial Advisors
Ohio
$6.3K – – –
CMP
135
Coston McIsaac & Partners
Maine
$5K – – –
AA
136
Ancora Advisors
Ohio
$4.76K – – –
GI
137
Gradient Investments
Minnesota
$3.77K – – –
DF
138
Dunhill Financial
United Kingdom
$3.06K – – –
TAM
139
Tucker Asset Management
Colorado
$2.97K – – –
OWA
140
Opal Wealth Advisors
New York
$2.66K +$2.66K +53 New
C
141
Covestor
United Kingdom
$2K +$217 +5 +12%
CA
142
Continuum Advisory
Idaho
$1.23K +$1.23K +25 New
AIC
143
Archer Investment Corporation
Indiana
$1.03K +$49 +1 +5%
AF
144
Allworth Financial
California
$903 -$5.72K -114 -86%
BTI
145
Blue Trust Inc
Georgia
$401 +$401 +8 New
AWM
146
AE Wealth Management
Kansas
– -$4.86M -100,562 Closed
BPA
147
Beacon Pointe Advisors
California
– -$1.01M -20,222 Closed
CWM
148
Collaborative Wealth Management
Florida
– -$222K -4,451 Closed
TVAMP
149
Tennessee Valley Asset Management Partners
Tennessee
– -$199K -4,001 Closed
2 3 4 5
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