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WisdomTree US SmallCap Earnings Fund

122 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
37
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$52.5M 1,094,545 +333,074 +44%
Morgan Stanley
2
Morgan Stanley
New York
$44.5M 928,412 +195,870 +27%
Bank of America
3
Bank of America
North Carolina
$30.5M 635,301 +74,240 +13%
SC
4
Savant Capital
Illinois
$21M 437,815 -12,302 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.7M 368,115 +51,898 +16%
LW
6
Linscomb Wealth
Texas
$17.3M 361,384 -8,304 -2%
GI
7
Gradient Investments
Minnesota
$16.1M 334,783 +334,708 +446,277%
LPL Financial
8
LPL Financial
California
$13.4M 278,855 -497,622 -64%
3LCM
9
3D/L Capital Management
Connecticut
$12.1M 251,883 -51,153 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M 217,629 -3,194 -1%
SPA
11
Shore Point Advisors
New Jersey
$10.1M 211,501 +16,517 +8%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$8.55M 178,226 +927 +0.5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$7.88M 164,248 +164,248 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.74M 140,603 +64,194 +84%
EF
15
Empowered Funds
Pennsylvania
$6.37M 132,800 +132,800 New
CA
16
Cetera Advisors
Colorado
$6.3M 131,372 -4,514 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.91M 123,272 +27,416 +29%
FA
18
Forefront Analytics
Pennsylvania
$5.38M 112,173 +201 +0.2%
ZIG
19
Zurich Insurance Group
Switzerland
$5.36M 111,785 +37,575 +51%
Ameriprise
20
Ameriprise
Minnesota
$5.27M 110,025 -136,714 -55%
SAM
21
Smithbridge Asset Management
Pennsylvania
$4.92M 102,675 +1,213 +1%
9WM
22
9258 Wealth Management
Ohio
$4.45M 92,840
Wells Fargo
23
Wells Fargo
California
$4.44M 92,638 +6,270 +7%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.4M 70,802 +21,263 +43%
PA
25
PSI Advisors
Florida
$3.21M 66,838 -115 -0.2%