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WisdomTree US SmallCap Earnings Fund

145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
54
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.5M 907,717 -888,343 -49%
UBS Group
2
UBS Group
Switzerland
$41M 817,536 -75,952 -9%
Bank of America
3
Bank of America
North Carolina
$39.9M 796,564 +25,163 +3%
Ameriprise
4
Ameriprise
Minnesota
$26.2M 523,437 +16,487 +3%
LPL Financial
5
LPL Financial
California
$26.1M 520,503 +41,459 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.2M 383,791 +383,791 New
SC
7
Savant Capital
Illinois
$17.2M 343,254 -4,946 -1%
SPA
8
Shore Point Advisors
New Jersey
$14M 279,448 -3,787 -1%
LW
9
Linscomb Wealth
Texas
$11.1M 221,330 -6,668 -3%
CAN
10
Cetera Advisor Networks
California
$10M 199,511 +3,000 +2%
FIM
11
Freedom Investment Management
Connecticut
$9.61M 191,675 -6,178 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.12M 182,047 -249,812 -58%
CA
13
Cetera Advisors
Colorado
$9.11M 181,842 +10,833 +6%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$7.02M 140,116 -3,771 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.89M 137,398 -4,428 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.78M 135,218 +1,015 +0.8%
GRP
17
Global Retirement Partners
California
$6.73M 134,191 +29,686 +28%
IWP
18
Invenio Wealth Partners
Florida
$5.78M 115,338 +72,647 +170%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.23M 104,246 +31,538 +43%
9WM
20
9258 Wealth Management
Ohio
$4.33M 86,347
SPIA
21
Steward Partners Investment Advisory
New York
$4.31M 86,064 +47,050 +121%
Wells Fargo
22
Wells Fargo
California
$4M 79,855 -4,379 -5%
FWTB
23
First Western Trust Bank
Colorado
$3.5M 69,790
PAG
24
Private Advisor Group
New Jersey
$3.46M 68,970 -12,008 -15%
CANC
25
Culbertson A N & Co
Virginia
$3.15M 62,787 -496 -0.8%