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WisdomTree US SmallCap Earnings Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$738K 14,478 +3,184 +28%
OPW
52
Oxler Private Wealth
New York
$671K 13,164 -1,296 -9%
MIC
53
Means Investment Company
Maine
$654K 12,836 +13 +0.1%
William Blair & Company
54
William Blair & Company
Illinois
$642K 12,599 -1,760 -12%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$637K 12,502 +151 +1%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$580K 11,375 +2 +0%
KFP
57
KMG Fiduciary Partners
Ohio
$527K 10,334 +1,060 +11%
CRFG
58
Columbia River Financial Group
Washington
$519K 10,080 +24 +0.2%
NS
59
NBC Securities
Alabama
$516K 10,125 +224 +2%
Jane Street
60
Jane Street
New York
$508K 9,970 +9,970 New
SAM
61
S.A. Mason
Michigan
$482K 9,450
Betterment LLC
62
Betterment LLC
New York
$481K 9,443 +843 +10%
NRG
63
Nemes Rush Group
Michigan
$470K 9,215 -5,576 -38%
US Bancorp
64
US Bancorp
Minnesota
$437K 8,577
CA
65
Claro Advisors
Massachusetts
$418K 8,199 +248 +3%
PWP
66
Precedent Wealth Partners
Texas
$412K 8,079 +72 +0.9%
EP
67
Essential Planning
New Hampshire
$398K 7,803 +1 +0%
MML Investors Services
68
MML Investors Services
Massachusetts
$394K 7,734 -960 -11%
CAM
69
Cresset Asset Management
Illinois
$394K 7,728
CPIG
70
Chicago Partners Investment Group
Illinois
$394K 7,330 +19 +0.3%
DC
71
Davenport & Co
Virginia
$365K 7,158 +2,610 +57%
MWM
72
Modera Wealth Management
New Jersey
$348K 6,821
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$345K 6,512 -1,046 -14%
SAM
74
Smithbridge Asset Management
Pennsylvania
$336K 6,591 -36,681 -85%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$327K 6,412 +1,166 +22%