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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

111 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.3M
2
UBS Group
2
UBS Group
Switzerland
$29.1M
3
SW
3
Signify Wealth
Missouri
$8.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$538K
2
3LCM
2
3D/L Capital Management
Connecticut
$15.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
SC
4
Savant Capital
Illinois
$23.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.1M 698,443 +66,990 +11%
UBS Group
2
UBS Group
Switzerland
$29.1M 614,694 +257,782 +72%
Bank of America
3
Bank of America
North Carolina
$24.8M 522,836 +16,447 +3%
SC
4
Savant Capital
Illinois
$23.8M 502,172 -50,864 -9%
LPL Financial
5
LPL Financial
California
$21.3M 449,045 +347,969 +344%
LW
6
Linscomb Wealth
Texas
$20.6M 434,134 -16,426 -4%
3LCM
7
3D/L Capital Management
Connecticut
$15.8M 333,218 -57,947 -15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.3M 323,602 +131,313 +68%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.2M 256,715 -57,299 -18%
EF
10
Empowered Funds
Pennsylvania
$11M 282,524 – –
Ameriprise
11
Ameriprise
Minnesota
$10.3M 219,286 +33,003 +18%
SW
12
Signify Wealth
Missouri
$8.76M 184,887 +184,887 New
FA
13
Forefront Analytics
Pennsylvania
$8.36M 176,517 -11,012 -6%
Wells Fargo
14
Wells Fargo
California
$7.04M 148,649 +52,648 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.66M 140,638 +52,539 +60%
AW
16
ACG Wealth
Georgia
$6.06M 127,831 -7,591 -6%
SAM
17
Smithbridge Asset Management
Pennsylvania
$4.87M 102,730 +1,174 +1%
9WM
18
9258 Wealth Management
Ohio
$4.4M 92,840 – –
CAN
19
Cetera Advisor Networks
California
$3.36M 70,910 -5,299 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.35M 70,775 -29,014 -29%
PA
21
PSI Advisors
Florida
$3.1M 65,496 -1,306 -2%
CANC
22
Culbertson A N & Co
Virginia
$3M 63,298 -1,846 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.39M 50,350 +27,954 +125%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.23M 47,028 +2,499 +6%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$2.03M 42,730 -44,149 -51%
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