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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

111 hedge funds and large institutions have $295M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.56M
2
UBS Group
2
UBS Group
Switzerland
$34.1M
3
RJA
3
Raymond James & Associates
Florida
$2.44M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.8M
5
Creative Planning
5
Creative Planning
Kansas
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
LW
3
Linscomb Wealth
Texas
$18.7M
4
Citigroup
4
Citigroup
New York
$417K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$34.1M 705,935 +46,459 +7%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M 680,828 -31,070 -4%
Bank of America
3
Bank of America
North Carolina
$25.9M 536,326 +592 +0.1%
SC
4
Savant Capital
Illinois
$22.6M 468,408 -5,930 -1%
LW
5
Linscomb Wealth
Texas
$18.7M 387,930 -29,761 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.3M 315,699 +1,424 +0.5%
3LCM
7
3D/L Capital Management
Connecticut
$14.5M 299,918 +339 +0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.8M 284,796 +24,821 +10%
LPL Financial
9
LPL Financial
California
$13.5M 280,347 -9,511 -3%
Ameriprise
10
Ameriprise
Minnesota
$11.1M 229,340 +7,040 +3%
FA
11
Forefront Analytics
Pennsylvania
$8.92M 184,423 +3,475 +2%
CA
12
Cetera Advisors
Colorado
$5.56M 114,969 +114,969 New
SAM
13
Smithbridge Asset Management
Pennsylvania
$4.87M 100,757 +645 +0.6%
9WM
14
9258 Wealth Management
Ohio
$4.49M 92,840 – –
Wells Fargo
15
Wells Fargo
California
$3.92M 81,014 -74,739 -48%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.86M 79,780 -3,913 -5%
CANC
17
Culbertson A N & Co
Virginia
$3.36M 69,498 +6,200 +10%
PA
18
PSI Advisors
Florida
$3.24M 67,058 +3,387 +5%
ZIG
19
Zurich Insurance Group
Switzerland
$3.17M 66,630 -5,465 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.03M 62,688 -14,069 -18%
Stifel Financial
21
Stifel Financial
Missouri
$2.46M 50,884 +2,786 +6%
RJA
22
Raymond James & Associates
Florida
$2.44M 50,519 +37,768 +296%
CAN
23
Cetera Advisor Networks
California
$2.42M 50,047 -20,361 -29%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.34M 48,441 -1,540 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.32M 47,991 -4,939 -9%
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