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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

145 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
145
Holders Change
-14
Holders Change %
-8.81%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
47
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$15.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.51M
3
LPL Financial
3
LPL Financial
California
$23.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.96M
5
BPA
5
Beacon Pointe Advisors
California
$988K

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$381K
2
FWTB
2
First Western Trust Bank
Colorado
$0
3
WIA
3
World Investment Advisors
California
$204K
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$734K – – –
NRG
52
Nemes Rush Group
Michigan
$722K -$54.4K -1,113 -7%
FHA
53
Flagship Harbor Advisors
Massachusetts
$718K -$34.3K -703 -5%
CWA
54
Crux Wealth Advisors
California
$708K -$13K -267 -2%
OPW
55
Oxler Private Wealth
New York
$706K +$2.05K +42 +0.3%
William Blair & Company
56
William Blair & Company
Illinois
$701K -$242K -4,958 -26%
HighTower Advisors
57
HighTower Advisors
Illinois
$691K -$333K -6,810 -32%
MIC
58
Means Investment Company
Maine
$626K -$39K -798 -6%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$603K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$555K +$98 +2 +0%
CIA
61
Concurrent Investment Advisors
Florida
$552K +$552K +11,294 New
CRFG
62
Columbia River Financial Group
Washington
$491K -$8.06K -165 -2%
NS
63
NBC Securities
Alabama
$483K +$483K +9,893 +123,663%
SAM
64
S.A. Mason
Michigan
$462K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$457K – – –
KFP
66
KMG Fiduciary Partners
Ohio
$453K +$5.86K +120 +1%
MML Investors Services
67
MML Investors Services
Massachusetts
$425K -$11.6K -237 -3%
Betterment LLC
68
Betterment LLC
New York
$420K +$51K +1,045 +14%
US Bancorp
69
US Bancorp
Minnesota
$419K +$76.5K +1,567 +22%
PWP
70
Precedent Wealth Partners
Texas
$391K -$65.4K -1,340 -14%
CA
71
Claro Advisors
Massachusetts
$388K -$14.1K -288 -3%
EP
72
Essential Planning
New Hampshire
$381K -$25.8M -528,978 -99%
CAM
73
Cresset Asset Management
Illinois
$377K – – –
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$369K +$41.8K +855 +13%
NW
75
NewEdge Wealth
Pennsylvania
$361K -$85.9K -1,758 -19%
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