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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

126 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
36
Reduced
35
Closed
11
Calls
–
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$447K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.9M
2
SPA
2
Shore Point Advisors
New Jersey
$10M
3
KSWA
3
Kathleen S. Wright Associates
Pennsylvania
$9.11M
4
UBS Group
4
UBS Group
Switzerland
$39.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
FA
2
Forefront Analytics
Pennsylvania
$5.76M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SC
4
Savant Capital
Illinois
$23.1M
5
LW
5
Linscomb Wealth
Texas
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$39.9M 776,477 +496,130 +177%
UBS Group
2
UBS Group
Switzerland
$39.1M 761,471 +55,536 +8%
Morgan Stanley
3
Morgan Stanley
New York
$37.7M 732,542 +51,714 +8%
Bank of America
4
Bank of America
North Carolina
$28.8M 561,061 +24,735 +5%
SC
5
Savant Capital
Illinois
$23.1M 450,117 -18,291 -4%
LW
6
Linscomb Wealth
Texas
$19M 369,688 -18,242 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.3M 316,217 +31,421 +11%
3LCM
8
3D/L Capital Management
Connecticut
$15.6M 303,036 +3,118 +1%
Ameriprise
9
Ameriprise
Minnesota
$12.7M 246,739 +17,399 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.4M 220,823 -94,876 -30%
SPA
11
Shore Point Advisors
New Jersey
$10M 194,984 +194,984 New
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$9.11M 177,299 +177,299 New
CA
13
Cetera Advisors
Colorado
$6.99M 135,886 +20,917 +18%
FA
14
Forefront Analytics
Pennsylvania
$5.76M 111,972 -72,451 -39%
SAM
15
Smithbridge Asset Management
Pennsylvania
$5.22M 101,462 +705 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.93M 95,856 +33,168 +53%
9WM
17
9258 Wealth Management
Ohio
$4.77M 92,840 – –
Wells Fargo
18
Wells Fargo
California
$4.44M 86,368 +5,354 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.93M 76,409 -3,371 -4%
ZIG
20
Zurich Insurance Group
Switzerland
$3.82M 74,210 +7,580 +11%
RJA
21
Raymond James & Associates
Florida
$3.75M 72,926 +22,407 +44%
CANC
22
Culbertson A N & Co
Virginia
$3.48M 67,779 -1,719 -2%
PA
23
PSI Advisors
Florida
$3.44M 66,953 -105 -0.2%
Stifel Financial
24
Stifel Financial
Missouri
$2.6M 50,616 -268 -0.5%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.57M 49,903 +1,912 +4%
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