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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

118 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
40
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$34M
2
FTUS
2
Flow Traders U.S.
New York
$4.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
FWTB
4
First Western Trust Bank
Colorado
$3.02M
5
CAN
5
Cetera Advisor Networks
California
$8.47M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.2M
2
KAS
2
Kestra Advisory Services
Texas
$551K
3
GI
3
Gradient Investments
Minnesota
$57K
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$40.9M 945,837 +38,703 +4%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M 831,571 +80,145 +11%
Bank of America
3
Bank of America
North Carolina
$34M 786,705 +169,510 +27%
LPL Financial
4
LPL Financial
California
$19.2M 443,870 -629,958 -59%
SC
5
Savant Capital
Illinois
$16.8M 387,822 -8,427 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.8M 365,546 -135,011 -27%
LW
7
Linscomb Wealth
Texas
$11.7M 271,056 -18,949 -7%
Ameriprise
8
Ameriprise
Minnesota
$11.7M 270,632 +953 +0.4%
SPA
9
Shore Point Advisors
New Jersey
$10.6M 245,997 +11,286 +5%
3LCM
10
3D/L Capital Management
Connecticut
$10.2M 236,477 -8,658 -4%
CAN
11
Cetera Advisor Networks
California
$8.47M 195,963 +69,638 +55%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$8.08M 187,033 -5,431 -3%
CA
13
Cetera Advisors
Colorado
$7.95M 183,894 +7,821 +4%
Wells Fargo
14
Wells Fargo
California
$6.89M 159,391 +3,331 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.56M 151,793 -3,892 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.22M 120,820 -36,330 -23%
FTUS
17
Flow Traders U.S.
New York
$4.87M 112,610 +112,610 New
SAM
18
Smithbridge Asset Management
Pennsylvania
$4.19M 96,825 -3,164 -3%
9WM
19
9258 Wealth Management
Ohio
$3.93M 91,040 – –
AWM
20
AE Wealth Management
Kansas
$3.54M 81,987 +6,597 +9%
PAG
21
Private Advisor Group
New Jersey
$3.42M 79,159 +30,219 +62%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.06M 70,778 -1,500 -2%
FWTB
23
First Western Trust Bank
Colorado
$3.02M 69,790 +69,790 New
GRP
24
Global Retirement Partners
California
$2.9M 70,740 +12,362 +21%
CANC
25
Culbertson A N & Co
Virginia
$2.77M 64,036 -2,022 -3%
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