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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 %
Stifel Financial
26
Stifel Financial
Missouri
$2.37M 46,487 +3,036 +7%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.33M 45,700 -35,300 -44%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.25M 44,080 -8,159 -16%
IA
29
Insight Advisors
Pennsylvania
$2.04M 40,118 +1,765 +5%
AI
30
Atria Investments
North Carolina
$2.02M 39,702 +6,140 +18%
DFP
31
Defined Financial Planning
California
$1.99M 38,586 +5,757 +18%
P
32
&Partners
Tennessee
$1.76M 34,555 +1 +0%
HG
33
Herbst Group
Connecticut
$1.52M 29,806 -600 -2%
Creative Planning
34
Creative Planning
Kansas
$1.33M 26,177 +110 +0.4%
NPI
35
New Perspectives Inc
Mississippi
$1.32M 25,905 -5,043 -16%
GRP
36
Global Retirement Partners
California
$1.27M 24,890 +24,890 New
OC
37
Optima Capital
Oregon
$1.23M 24,222 +10 +0%
SPIA
38
Steward Partners Investment Advisory
New York
$1.11M 21,854 -39,458 -64%
FA
39
Forefront Analytics
Pennsylvania
$1.05M 20,571 -5,435 -21%
KAS
40
Kestra Advisory Services
Texas
$1.04M 20,427 +1,543 +8%
HWM
41
Howard Wealth Management
Connecticut
$981K 19,255 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$945K 18,553 -782 -4%
MWP
43
Moller Wealth Partners
$940K 18,442 – –
TSWM
44
Tyler-Stone Wealth Management
Ohio
$927K 18,197 +21 +0.1%
SAM
45
Smartleaf Asset Management
Massachusetts
$916K 17,957 +626 +4%
LFG
46
Larson Financial Group
Missouri
$841K 16,507 +57 +0.3%
CF
47
Claris Financial
Virginia
$833K 16,342 -8,205 -33%
PFS
48
Prospera Financial Services
Texas
$799K 15,653 -4,418 -22%
Goldman Sachs
49
Goldman Sachs
New York
$766K 15,029 – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$762K 14,957 +261 +2%
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