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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$11M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
BFG
3
Berger Financial Group
Minnesota
$2.99M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$2.06M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$3.38M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.6M 631,453 -91,990 -13%
SC
2
Savant Capital
Illinois
$21.5M 553,036 -46,019 -8%
Bank of America
3
Bank of America
North Carolina
$19.7M 506,389 +83,718 +20%
LW
4
Linscomb Wealth
Texas
$17.5M 450,560 -44,302 -9%
UBS Group
5
UBS Group
Switzerland
$13.9M 356,912 -19,627 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.2M 314,014 +26,402 +9%
EF
7
Empowered Funds
Pennsylvania
$11M 282,524 +282,524 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.48M 192,289 -11,463 -6%
FA
9
Forefront Analytics
Pennsylvania
$7.31M 187,529 +11,722 +7%
Ameriprise
10
Ameriprise
Minnesota
$7.25M 186,283 -65,783 -26%
AW
11
ACG Wealth
Georgia
$5.27M 135,422 -44,749 -25%
SAM
12
Smithbridge Asset Management
Pennsylvania
$3.95M 101,556 +1,203 +1%
LPL Financial
13
LPL Financial
California
$3.93M 101,076 +5,675 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.88M 99,789 -15,017 -13%
Wells Fargo
15
Wells Fargo
California
$3.74M 96,001 +10,028 +12%
9WM
16
9258 Wealth Management
Ohio
$3.61M 92,840 -3,525 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.43M 88,099 -94,449 -52%
TVAMP
18
Tennessee Valley Asset Management Partners
Tennessee
$3.38M 86,879 +42,497 +96%
BFG
19
Berger Financial Group
Minnesota
$2.99M 76,710 +76,710 New
CAN
20
Cetera Advisor Networks
California
$2.97M 76,209 -8,772 -10%
PA
21
PSI Advisors
Florida
$2.6M 66,802 -5,664 -8%
CANC
22
Culbertson A N & Co
Virginia
$2.54M 65,144 -2,620 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$2.1M 54,050 -90,005 -62%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$2.06M 52,791 +52,791 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.91M 48,975 +5,726 +13%
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