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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

137 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
48
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$7.37M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$6.35M
4
LPL Financial
4
LPL Financial
California
$26M
5
GRP
5
Global Retirement Partners
California
$1.27M

Top Sellers

1
IWP
1
Invenio Wealth Partners
Florida
$0
2
KFI
2
Key Financial Inc
Pennsylvania
$13M
3
Bank of America
3
Bank of America
North Carolina
$39.2M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.11M
5
SAM
5
Smithbridge Asset Management
Pennsylvania
$336K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.2M 769,014 -42,465 -5%
Morgan Stanley
2
Morgan Stanley
New York
$37M 726,470 -23,482 -3%
UBS Group
3
UBS Group
Switzerland
$36.7M 720,106 -13,779 -2%
LPL Financial
4
LPL Financial
California
$26M 510,962 +36,233 +8%
Ameriprise
5
Ameriprise
Minnesota
$24.9M 488,696 -744 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$16M 313,673 -5,306 -2%
SPA
7
Shore Point Advisors
New Jersey
$14.2M 277,857 +9,847 +4%
KFI
8
Key Financial Inc
Pennsylvania
$13M 255,510 -61,376 -19%
SC
9
Savant Capital
Illinois
$11M 215,894 -18,521 -8%
LW
10
Linscomb Wealth
Texas
$8.76M 171,819 -3,824 -2%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$7.37M 144,551 +144,551 New
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$6.86M 134,700 -2,337 -2%
Wells Fargo
13
Wells Fargo
California
$6.35M 124,571 +52,645 +73%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.77M 113,183 +4,064 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.66M 111,081 -1,298 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.44M 106,755 -555 -0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.35M 104,907 -10,072 -9%
LWANC
18
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M 214,542 +210,332 +4,996%
WA
19
Waverly Advisors
Alabama
$4.06M 79,765 – –
PAG
20
Private Advisor Group
New Jersey
$3.3M 64,768 +3,102 +5%
CANC
21
Culbertson A N & Co
Virginia
$3.18M 62,454 -920 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.72M 51,227 +17,942 +54%
HBS
23
Howard Bailey Securities
Indiana
$2.49M 48,781 -257 -0.5%
AAS
24
Avantax Advisory Services
Texas
$2.46M 48,331 -219 -0.5%
NC
25
NewSquare Capital
Pennsylvania
$2.41M 47,387 +3,715 +9%
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