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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
33
Reduced
58
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$29.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.18M
3
WA
3
Waverly Advisors
Alabama
$4.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.82M
5
DFP
5
Defined Financial Planning
California
$1.68M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$45.8M
3
SC
3
Savant Capital
Illinois
$14M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45.8M 849,166 -40,685 -5%
Morgan Stanley
2
Morgan Stanley
New York
$41.9M 775,993 +1,913 +0.2%
UBS Group
3
UBS Group
Switzerland
$39.3M 729,030 -15,618 -2%
EP
4
Essential Planning
New Hampshire
$29.4M 536,780 +527,868 +5,923%
Ameriprise
5
Ameriprise
Minnesota
$26.9M 499,389 -3,261 -0.6%
LPL Financial
6
LPL Financial
California
$21.4M 395,828 +30,392 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17.3M 319,934 -71,878 -18%
SPA
8
Shore Point Advisors
New Jersey
$15.2M 280,874 +1,593 +0.6%
GRP
9
Global Retirement Partners
California
$14.7M 272,463 +26,056 +11%
SC
10
Savant Capital
Illinois
$14M 258,633 -40,192 -13%
LW
11
Linscomb Wealth
Texas
$10.1M 186,785 -8,418 -4%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$7.41M 137,283 -2,559 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.44M 119,428 -6,363 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.05M 112,206 +1,168 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.98M 110,786 -2,715 -2%
IWP
16
Invenio Wealth Partners
Florida
$5.82M 107,964 -9,722 -8%
Raymond James Financial
17
Raymond James Financial
Florida
$5.18M 96,108 +96,108 New
WA
18
Waverly Advisors
Alabama
$4.31M 79,965 +79,965 New
HBS
19
Howard Bailey Securities
Indiana
$3.97M 73,642 -1,004 -1%
Wells Fargo
20
Wells Fargo
California
$3.78M 70,149 -577 -0.8%
FWTB
21
First Western Trust Bank
Colorado
$3.76M 69,790 – –
PAG
22
Private Advisor Group
New Jersey
$3.64M 67,470 -1,970 -3%
CANC
23
Culbertson A N & Co
Virginia
$3.42M 63,414 -190 -0.3%
SPIA
24
Steward Partners Investment Advisory
New York
$3.25M 60,291 -6,348 -10%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.78M 51,620 -7,680 -13%
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