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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

126 hedge funds and large institutions have $386M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.7M
2
GI
2
Gradient Investments
Minnesota
$12.4M
3
SWP
3
Stratos Wealth Partners
Ohio
$8.72M
4
Bank of America
4
Bank of America
North Carolina
$26.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$38.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
PA
5
PSI Advisors
Florida
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$45.7M 1,073,828 +462,966 +76%
UBS Group
2
UBS Group
Switzerland
$38.6M 907,134 -153,281 -14%
Morgan Stanley
3
Morgan Stanley
New York
$32M 751,426 -89,143 -11%
Bank of America
4
Bank of America
North Carolina
$26.3M 617,195 +51,442 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M 500,557 +20,370 +4%
KAS
6
Kestra Advisory Services
Texas
$21M 491,901 +11,767 +2%
SC
7
Savant Capital
Illinois
$16.9M 396,249 -15,004 -4%
GI
8
Gradient Investments
Minnesota
$12.4M 291,297 +291,222 +388,296%
LW
9
Linscomb Wealth
Texas
$12.4M 290,005 -10,263 -3%
Ameriprise
10
Ameriprise
Minnesota
$11.5M 269,679 +28,033 +12%
3LCM
11
3D/L Capital Management
Connecticut
$10.4M 245,135 +2,433 +1%
SPA
12
Shore Point Advisors
New Jersey
$10M 234,711 -4,012 -2%
SWP
13
Stratos Wealth Partners
Ohio
$8.72M 204,665 +198,115 +3,025%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$8.2M 192,464 +13,223 +7%
CA
15
Cetera Advisors
Colorado
$7.5M 176,073 +9,696 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.69M 157,150 +15,790 +11%
Wells Fargo
17
Wells Fargo
California
$6.65M 156,060 +46,184 +42%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.63M 155,685 -3,190 -2%
CAN
19
Cetera Advisor Networks
California
$5.38M 126,325 +35,959 +40%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.03M 118,160 -12,585 -10%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.9M 114,959 +50,181 +77%
SAM
22
Smithbridge Asset Management
Pennsylvania
$4.26M 99,989 -2,191 -2%
9WM
23
9258 Wealth Management
Ohio
$3.88M 91,040 -50 -0.1%
AWM
24
AE Wealth Management
Kansas
$3.21M 75,390 +5,206 +7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.08M 72,278 -108,650 -60%
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