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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$46.9M
2
UBS Group
UBS Group
Switzerland
$39.3M
3
GRP
Global Retirement Partners
California
$13M
4
WIA
World Investment Advisors
California
$2.2M
5
BPA
Beacon Pointe Advisors
California
$1.07M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$267K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.08M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$40.8M
5
SC
Savant Capital
Illinois
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$30.2K – – –
PS
127
Principal Securities
Iowa
$25.3K +$528 +10 +2%
NFSG
128
Newbridge Financial Services Group
Florida
$19.8K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$16.1K +$16.1K +305 New
GWM
130
Geneos Wealth Management
Colorado
$14.5K – – –
AA
131
Addison Advisors
Vermont
$11.9K – – –
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.76K +$9.76K +185 New
AssetMark Inc
133
AssetMark Inc
California
$9.44K – – –
PB
134
Pinnacle Bancorp
Nebraska
$8.76K +$1.64K +31 +23%
RWM
135
Ruedi Wealth Management
Illinois
$8.6K – – –
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$7.02K – – –
FFA
137
Frazier Financial Advisors
Ohio
$6.63K – – –
AA
138
Ancora Advisors
Ohio
$5.01K – – –
TPW
139
Talon Private Wealth
Florida
$4.43K +$4.43K +84 New
DF
140
Dunhill Financial
United Kingdom
$3.25K +$52 +1 +2%
TAM
141
Tucker Asset Management
Colorado
$3.15K +$52 +1 +2%
ACA
142
Aptus Capital Advisors
Alabama
$2.69K +$2.69K +51 New
C
143
Covestor
United Kingdom
$2K -$478 -11 -19%
CA
144
Continuum Advisory
Idaho
$1.41K – – –
AIC
145
Archer Investment Corporation
Indiana
$1.09K – – –
BTI
146
Blue Trust Inc
Georgia
$377 – – –
TRCT
147
Tower Research Capital (TRC)
New York
$53 -$265 -5 -83%
CMP
148
Coston McIsaac & Partners
Maine
$5 – – –
Jane Street
149
Jane Street
New York
– -$2.26M -48,013 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$1.65M -35,056 Closed
3 4 5
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