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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$29.4M
2
WA
2
Waverly Advisors
Alabama
$4.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M
4
LPL Financial
4
LPL Financial
California
$21.4M
5
GRP
5
Global Retirement Partners
California
$14.7M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$45.8M
3
SC
3
Savant Capital
Illinois
$14M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
126
Key Financial Inc
Pennsylvania
$69.4K – – –
T
127
Transce3nd
Texas
$55.7K +$55.7K +1,032 New
HWM
128
Horizons Wealth Management
North Carolina
$44.9K – – –
Jones Financial Companies
129
Jones Financial Companies
Missouri
$41.1K +$5.61K +104 +16%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$36K -$24.8K -460 -41%
EWM
131
EPG Wealth Management
Georgia
$35.2K – – –
IA
132
IFP Advisors
Florida
$30.9K – – –
AF
133
Allworth Financial
California
$27K +$27K +491 New
PS
134
Principal Securities
Iowa
$25.6K -$324 -6 -1%
NFSG
135
Newbridge Financial Services Group
Florida
$20.2K – – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$16.5K – – –
GWM
137
Geneos Wealth Management
Colorado
$14.8K – – –
AA
138
Addison Advisors
Vermont
$12.1K – – –
FWM
139
FLP Wealth Management
Arkansas
$9.86K +$9.86K +183 New
AssetMark Inc
140
AssetMark Inc
California
$9.66K – – –
PB
141
Pinnacle Bancorp
Nebraska
$8.95K – – –
RWM
142
Ruedi Wealth Management
Illinois
$8.79K – – –
NWM
143
Nova Wealth Management
Florida
$8.11K +$8.11K +150 New
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$7.17K – – –
FFA
145
Frazier Financial Advisors
Ohio
$6.75K – – –
GSWM
146
Golden State Wealth Management
California
$6.31K +$6.31K +117 New
AA
147
Ancora Advisors
Ohio
$5.12K – – –
CMP
148
Coston McIsaac & Partners
Maine
$5K – – –
Q1WB
149
Quest 10 Wealth Builders
Virginia
$4.96K +$4.96K +92 New
TPW
150
Talon Private Wealth
Florida
$4.53K – – –
3 4 5
6
7