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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
3
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
5
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$31.3M
3
SAM
3
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
4
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
5
UBS Group
Switzerland
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$38.4M 886,447 -18,986 -2%
Morgan Stanley
2
Morgan Stanley
New York
$38M 878,396 +19,252 +2%
Bank of America
3
Bank of America
North Carolina
$31.3M 722,954 -50,082 -6%
LPL Financial
4
LPL Financial
California
$20.3M 469,971 +13,879 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.2M 442,652 +44,543 +11%
SC
6
Savant Capital
Illinois
$15.4M 355,360 -16,298 -4%
SPA
7
Shore Point Advisors
New Jersey
$11.8M 273,506 +11,105 +4%
LW
8
Linscomb Wealth
Texas
$10.5M 241,714 -16,712 -6%
Ameriprise
9
Ameriprise
Minnesota
$10.4M 239,952 -15,136 -6%
3LCM
10
3D/L Capital Management
Connecticut
$8.72M 201,526 -19,224 -9%
CAN
11
Cetera Advisor Networks
California
$8.38M 193,690 -724 -0.4%
CA
12
Cetera Advisors
Colorado
$7.97M 184,176 -1,744 -0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.49M 173,003 +597 +0.3%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$6.96M 160,776 -4,226 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.85M 135,262 -7,312 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.22M 120,635 +22,621 +23%
Wells Fargo
17
Wells Fargo
California
$4.42M 102,217 +2,765 +3%
9WM
18
9258 Wealth Management
Ohio
$3.75M 86,647 – –
AWM
19
AE Wealth Management
Kansas
$3.64M 84,073 -390 -0.5%
GRP
20
Global Retirement Partners
California
$3.43M 81,680 +12,178 +18%
PAG
21
Private Advisor Group
New Jersey
$3.41M 78,840 +2,633 +3%
FWTB
22
First Western Trust Bank
Colorado
$3.02M 69,790 – –
Citadel Advisors
23
Citadel Advisors
Florida
$2.82M 65,080 +49,413 +315%
CANC
24
Culbertson A N & Co
Virginia
$2.75M 63,463 -55 -0.1%
SAM
25
Smithbridge Asset Management
Pennsylvania
$2.49M 57,638 -39,596 -41%
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