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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

139 hedge funds and large institutions have $350M 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, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.86%
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
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$7.37M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M
3
Wells Fargo
Wells Fargo
California
$6.35M
4
LPL Financial
LPL Financial
California
$26M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.72M

Top Sellers

1
IWP
Invenio Wealth Partners
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.43M
3
KFI
Key Financial Inc
Pennsylvania
$13M
4
Bank of America
Bank of America
North Carolina
$39.2M
5
SPIA
Steward Partners Investment Advisory
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.37M +$155K +3,036 +7%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.33M -$1.8M -35,300 -44%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.25M -$416K -8,159 -16%
IA
29
Insight Advisors
Pennsylvania
$2.04M +$89.9K +1,765 +5%
AI
30
Atria Investments
North Carolina
$2.02M +$313K +6,140 +18%
DFP
31
Defined Financial Planning
California
$1.99M +$297K +5,757 +18%
P
32
&Partners
Tennessee
$1.76M +$51 +1 +0%
HG
33
Herbst Group
Connecticut
$1.52M -$30.6K -600 -2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.43M -$5.37M -105,281 -79%
Creative Planning
35
Creative Planning
Kansas
$1.33M +$5.61K +110 +0.4%
NPI
36
New Perspectives Inc
Mississippi
$1.32M -$257K -5,043 -16%
GRP
37
Global Retirement Partners
California
$1.27M +$1.27M +24,890 New
OC
38
Optima Capital
Oregon
$1.23M +$510 +10 +0%
SPIA
39
Steward Partners Investment Advisory
New York
$1.11M -$2.01M -39,458 -64%
FA
40
Forefront Analytics
Pennsylvania
$1.05M -$277K -5,435 -21%
KAS
41
Kestra Advisory Services
Texas
$1.04M +$78.6K +1,543 +8%
HWM
42
Howard Wealth Management
Connecticut
$981K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$945K -$39.8K -782 -4%
MWP
44
Moller Wealth Partners
$940K – – –
TSWM
45
Tyler-Stone Wealth Management
Ohio
$927K +$1.07K +21 +0.1%
SAM
46
Smartleaf Asset Management
Massachusetts
$916K +$31.9K +626 +4%
LFG
47
Larson Financial Group
Missouri
$841K +$2.91K +57 +0.3%
CF
48
Claris Financial
Virginia
$833K -$418K -8,205 -33%
PFS
49
Prospera Financial Services
Texas
$799K -$225K -4,418 -22%
Goldman Sachs
50
Goldman Sachs
New York
$766K – – –
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