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WisdomTree US SmallCap Earnings Fund

116 hedge funds and large institutions have $331M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
34
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$41.5M 1,060,415 -53,728 -5%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M 840,569 -316 -0%
LPL Financial
3
LPL Financial
California
$23.9M 610,862 +504,330 +473%
Bank of America
4
Bank of America
North Carolina
$22.2M 565,753 -29,876 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.8M 480,187 +57,934 +14%
KAS
6
Kestra Advisory Services
Texas
$18.8M 480,134 +455,666 +1,862%
SC
7
Savant Capital
Illinois
$16.1M 411,253 -10,828 -3%
LW
8
Linscomb Wealth
Texas
$11.8M 300,268 -9,105 -3%
3LCM
9
3D/L Capital Management
Connecticut
$9.51M 242,702 +10,227 +4%
Ameriprise
10
Ameriprise
Minnesota
$9.46M 241,646 +116,811 +94%
SPA
11
Shore Point Advisors
New Jersey
$9.35M 238,723 +8,922 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.09M 180,928 +162,959 +907%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$7.02M 179,241 +5,022 +3%
CA
14
Cetera Advisors
Colorado
$6.52M 166,377 +3,971 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.22M 158,875 +6,139 +4%
Citadel Advisors
16
Citadel Advisors
Florida
$5.76M 146,967 +98,680 +204%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.54M 141,360 -77 -0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.12M 130,745 +4,674 +4%
Wells Fargo
19
Wells Fargo
California
$4.3M 109,876 -53,256 -33%
SAM
20
Smithbridge Asset Management
Pennsylvania
$4M 102,180 +370 +0.4%
9WM
21
9258 Wealth Management
Ohio
$3.57M 91,090 -1,500 -2%
CAN
22
Cetera Advisor Networks
California
$3.54M 90,366 +15,118 +20%
AWM
23
AE Wealth Management
Kansas
$2.75M 70,184 +70,184 New
CANC
24
Culbertson A N & Co
Virginia
$2.6M 66,358 +359 +0.5%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.54M 64,778 -5,207 -7%