Who owns WisdomTree SmallCap Earnings Fund?

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Analyze quarterly positions in WisdomTree SmallCap Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of WisdomTree SmallCap Earnings Fund stock

Who bought or sold WisdomTree SmallCap Earnings Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
UBS Group 894k $45M 1% Dec 2023
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Morgan Stanley 878k $38M 2% Sep 2023
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Bank of America Corporation 771k $38M 7% Dec 2023
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LPL Financial 470k $20M 3% Sep 2023
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Raymond James Financial Services Advisors 432k $22M -2% Dec 2023
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Savant Capital Management 348k $17M -2% Dec 2023
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Shore Point Advisors 283k $14M 4% Dec 2023
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Ameriprise Financial 240k $10M -6% Sep 2023
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Linscomb & Williams 228k $11M -6% Dec 2023
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3D/L Capital Management 202k $8.7M -9% Sep 2023
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Financial Network Investment Corporation 194k $8.4M 0% Sep 2023
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Multi-Financial Securities 184k $8.0M -1% Sep 2023
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Kathleen S. Wright Associates 144k $7.2M -11% Dec 2023
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Commonwealth Equity Services 142k $7.1M -18% Dec 2023
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Envestnet Asset Management 135k $5.9M -5% Sep 2023
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Global Retirement Partners 105k $4.9M 28% Dec 2023
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AE Wealth Management 101k $4.9M 20% Dec 2023
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9258 Wealth Management 86k $4.3M 0% Dec 2023
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Wells Fargo & Company 84k $4.2M -18% Dec 2023
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Private Advisor 81k $4.0M 3% Dec 2023
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Royal Bank of Canada 73k $3.6M -40% Dec 2023
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First Western Trust Bank 70k $3.5M 0% Dec 2023
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A.N. Culbertson & Company 63k $3.2M 0% Dec 2023
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Jpmorgan Chase & Co 60k $3.0M 441% Dec 2023
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Smithbridge Asset Management 57k $2.9M 0% Dec 2023
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Stifel Financial 48k $2.4M 3% Dec 2023
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First Republic Investment Management 48k $2.1M -2% Sep 2023
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Invenio Wealth Partners 43k $2.1M 47% Dec 2023
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Raymond James & Associates 42k $2.1M 8% Dec 2023
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Advisor Group Holdings 42k $2.1M -8% Dec 2023
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H D Vest Advisory Services 41k $2.1M -1% Dec 2023
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Steward Partners Investment Advisory 39k $1.9M 216% Dec 2023
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Atria Investments 39k $1.9M 100% Dec 2023
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Mml Investors Services 37k $1.6M 1% Sep 2023
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Herbst Group 34k $1.7M -19% Dec 2023
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Forefront Analytics 33k $1.4M -2% Sep 2023
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Insight Advisors, LLC/ PA 32k $1.6M -3% Dec 2023
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HighTower Advisors 28k $1.4M -13% Dec 2023
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Creative Planning 25k $1.2M 12% Dec 2023
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Cambridge Investment Research Advisors 25k $1.2M 3% Dec 2023
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Beacon Pointe Advisors 20k $1.0M 0% Dec 2023
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Prospera Financial Services 20k $999k -11% Dec 2023
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Howard Wealth Management 20k $979k 0% Dec 2023
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True Wealth Design 20k $971k -1% Dec 2023
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Smartleaf Asset Management 19k $976k 100% Dec 2023
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Kestra Advisory Services 19k $966k -7% Dec 2023
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Moller Financial Services 19k $921k 0% Dec 2023
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Wellington Shields Capital Management 18k $905k 100% Dec 2023
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Davenport & Co 18k $876k 0% Dec 2023
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Oxler Private Wealth 17k $854k 0% Dec 2023
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Means Investment 16k $816k -8% Dec 2023
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CFG Asset Management 15k $762k -14% Dec 2023
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Goldman Sachs Group 15k $749k 0% Dec 2023
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Flagship Harbor Advisors 15k $729k 0% Dec 2023
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Two Sigma Investments 15k $722k 130% Dec 2023
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Nemes Rush Group 14k $696k 25% Dec 2023
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Mercer Global Advisors 14k $691k -1% Dec 2023
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Citadel Advisors 14k $672k -79% Dec 2023
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Precedent Wealth Partners 13k $653k 100% Dec 2023
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Mariner Wealth Advisors 13k $624k 100% Dec 2023
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Rockefeller Capital Management 12k $601k -2% Dec 2023
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Sweet Financial Partners 12k $598k 9% Dec 2023
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Essential Planning 11k $477k -7% Sep 2023
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Wealth Enhancement Advisory Services 11k $543k -24% Dec 2023
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Atlantic Trust 11k $465k 0% Sep 2023
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S.A. Mason 11k $532k 0% Dec 2023
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Claro Advisors 10k $516k 2% Dec 2023
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William Blair $ Company 10k $506k 0% Dec 2023
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Tyler-Stone Wealth Management 9.9k $492k -11% Dec 2023
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Kmg Fiduciary Partners 8.9k $446k 0% Dec 2023
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Wiley Bros.-aintree Capital 8.4k $419k -12% Dec 2023
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Patriot Financial Group Insurance Agency 7.9k $395k -1% Dec 2023
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Cresset Asset Management 7.7k $334k 0% Sep 2023
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Atria Wealth Solutions 7.7k $384k -5% Dec 2023
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Leicht Financial Planning & Wealth Management 7.7k $384k 100% Dec 2023
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RFG Advisory 7.6k $380k 2% Dec 2023
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PSI Advisors 7.6k $379k 0% Dec 2023
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Betterment 7.5k $373k -5% Dec 2023
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Team Financial Group 7.3k $361k 1% Dec 2023
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Berger Financial Group 7.0k $347k -9% Dec 2023
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Modera Wealth Management 6.8k $340k 0% Dec 2023
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Chicago Partners Investment 6.8k $326k 2% Dec 2023
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Us Bancorp 6.8k $337k 3% Dec 2023
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Pine Valley Investments Ltd Liability 6.6k $331k 10% Dec 2023
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Kingsview Wealth Management 6.2k $310k -3% Dec 2023
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Bsc Private Wealth Management 5.9k $296k 0% Dec 2023
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Captrust Financial Advisors 5.9k $296k 0% Dec 2023
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Brian McDonald 5.8k $250k 100% Sep 2023
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Essex Financial Services 5.6k $281k 0% Dec 2023
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Wilson & Boucher Capital Management 5.4k $269k 0% Dec 2023
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Citigroup 5.3k $266k -14% Dec 2023
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Janney Montgomery Scott 5.3k $262k -14% Dec 2023
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Capital Management Corporation 5.3k $262k -1% Dec 2023
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Northwestern Mutual Wealth Management Company 4.8k $210k -34% Sep 2023
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Nbc Securities 4.6k $230k 21% Dec 2023
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Lvm Capital Management 4.5k $223k -4% Dec 2023
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Collaborative Wealth Managment 4.5k $222k 100% Dec 2023
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Institute For Wealth Management 4.3k $214k 100% Dec 2023
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Essex Savings Bank 4.2k $209k 100% Dec 2023
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Envestnet Portfolio Solutions 4.0k $201k 100% Dec 2023
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Tennessee Valley Asset Management Partners 4.0k $199k 100% Dec 2023
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Pnc Financial Services 3.7k $183k 0% Dec 2023
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Asset Dedication 3.2k $158k 0% Dec 2023
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Laurel Wealth Advisors 3.0k $129k 16% Sep 2023
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FMR 2.7k $119k 83% Sep 2023
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O'shaughnessy Asset Management 2.2k $111k 0% Dec 2023
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Indiana Trust & Investment Management 2.1k $107k 0% Dec 2023
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JFS Wealth Advisors 1.8k $90k 0% Dec 2023
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Financial Connections Group 1.4k $67k 0% Dec 2023
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Harbour Investments 1.3k $63k 261% Dec 2023
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Horizons Wealth Management 1.0k $43k -38% Sep 2023
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Cullen Frost Bankers 837.00 $42k 0% Dec 2023
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Qube Research & Technologies 770.00 $33k 588% Sep 2023
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EPG Wealth Management 653.00 $31k 0% Dec 2023
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IFP Advisors 647.00 $32k -57% Dec 2023
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Benjamin F. Edwards & Company 500.00 $25k 0% Dec 2023
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Principal Securities 379.00 $19k 100% Dec 2023
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Newbridge Financial Services Group 375.00 $16k 0% Sep 2023
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Addison Advisors 225.00 $11k 0% Dec 2023
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Colonial Asset Management 200.00 $8.7k 0% Sep 2023
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Key FInancial 145.00 $7.2k 0% Dec 2023
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Hanson McClain Advisors 132.00 $6.6k 6% Dec 2023
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Frazier Financial Advisors 126.00 $6.3k 100% Dec 2023
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Pinnacle Bank 119.00 $5.9k 100% Dec 2023
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Coston, McIsaac & Partners 100.00 $4.0k 0% Dec 2023
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Ancora Advisors 95.00 $4.7k 0% Dec 2023
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Gradient Investments 75.00 $3.7k 0% Dec 2023
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Dunhill Financial 61.00 $3.0k 100% Dec 2023
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Tucker Asset Management 59.00 $2.9k 0% Dec 2023
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Covestor 41.00 $2.0k -42% Dec 2023
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Archer Investment Corp 20.00 $1.0k 0% Dec 2023
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Who sold out of WisdomTree SmallCap Earnings Fund?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2023 50k $2.3M
Flow Traders US Sep 2023 12k $538k
Stratos Wealth Partners Sep 2023 5.3k $228k
Legacy Financial Group Sep 2023 2.6k $112M
Register Financial Advisors Sep 2023 210.00 $9.1k
GPS Wealth Strategies Group Sep 2023 64.00 $2.8k
Ronald Blue Trust Sep 2023 63.00 $3.0k
Sheets Smith Wealth Management Sep 2023 54.00 $2.3k