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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 %
FHA
51
Flagship Harbor Advisors
Massachusetts
$762K +$13.3K +261 +2%
CIA
52
Concurrent Investment Advisors
Florida
$738K +$162K +3,184 +28%
OPW
53
Oxler Private Wealth
New York
$671K -$66K -1,296 -9%
MIC
54
Means Investment Company
Maine
$654K +$662 +13 +0.1%
William Blair & Company
55
William Blair & Company
Illinois
$642K -$89.7K -1,760 -12%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$637K +$7.69K +151 +1%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$580K +$102 +2 +0%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$547K – – –
KFP
59
KMG Fiduciary Partners
Ohio
$527K +$54K +1,060 +11%
CRFG
60
Columbia River Financial Group
Washington
$519K +$1.24K +24 +0.2%
NS
61
NBC Securities
Alabama
$516K +$11.4K +224 +2%
Jane Street
62
Jane Street
New York
$508K +$508K +9,970 New
SAM
63
S.A. Mason
Michigan
$482K – – –
Betterment LLC
64
Betterment LLC
New York
$481K +$42.9K +843 +10%
NRG
65
Nemes Rush Group
Michigan
$470K -$284K -5,576 -38%
US Bancorp
66
US Bancorp
Minnesota
$437K – – –
CA
67
Claro Advisors
Massachusetts
$418K +$12.6K +248 +3%
PWP
68
Precedent Wealth Partners
Texas
$412K +$3.67K +72 +0.9%
EP
69
Essential Planning
New Hampshire
$398K +$51 +1 +0%
MML Investors Services
70
MML Investors Services
Massachusetts
$394K -$48.9K -960 -11%
CAM
71
Cresset Asset Management
Illinois
$394K – – –
CPIG
72
Chicago Partners Investment Group
Illinois
$394K +$1.02K +19 +0.3%
DC
73
Davenport & Co
Virginia
$365K +$133K +2,610 +57%
MWM
74
Modera Wealth Management
New Jersey
$348K – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$345K -$55.5K -1,046 -14%
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