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WisdomTree US SmallCap Earnings Fund

135 hedge funds and large institutions have $433M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.5M 1,796,060 +917,664 +104%
UBS Group
2
UBS Group
Switzerland
$44.5M 893,488 +7,041 +0.8%
Bank of America
3
Bank of America
North Carolina
$38.4M 771,401 +48,447 +7%
Ameriprise
4
Ameriprise
Minnesota
$25.3M 506,950 +266,998 +111%
LPL Financial
5
LPL Financial
California
$23.9M 479,044 +9,073 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$21.5M 431,859 -10,793 -2%
SC
7
Savant Capital
Illinois
$17.3M 348,200 -7,160 -2%
SPA
8
Shore Point Advisors
New Jersey
$14.1M 283,235 +9,729 +4%
LW
9
Linscomb Wealth
Texas
$11.4M 227,998 -13,716 -6%
FIM
10
Freedom Investment Management
Connecticut
$9.86M 197,853 +197,853 New
CAN
11
Cetera Advisor Networks
California
$9.79M 196,511 +2,821 +1%
CA
12
Cetera Advisors
Colorado
$8.52M 171,009 -13,167 -7%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$7.17M 143,887 -16,889 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.07M 141,826 -31,177 -18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.69M 134,203 -1,059 -0.8%
GRP
16
Global Retirement Partners
California
$4.88M 104,505 +22,825 +28%
AWM
17
AE Wealth Management
Kansas
$4.86M 100,562 +16,489 +20%
9WM
18
9258 Wealth Management
Ohio
$4.3M 86,347 -300 -0.3%
Wells Fargo
19
Wells Fargo
California
$4.2M 84,234 -17,983 -18%
PAG
20
Private Advisor Group
New Jersey
$4.03M 80,978 +2,138 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.62M 72,708 -47,927 -40%
FWTB
22
First Western Trust Bank
Colorado
$3.48M 69,790
CANC
23
Culbertson A N & Co
Virginia
$3.15M 63,283 -180 -0.3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3M 60,228 +49,090 +441%
SAM
25
Smithbridge Asset Management
Pennsylvania
$2.86M 57,357 -281 -0.5%