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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 %
PA
76
PSI Advisors
Florida
$304K 5,971
RA
77
RFG Advisory
Alabama
$301K 5,912 -400 -6%
SAI
78
Savvy Advisors Inc
New York
$301K 5,908 +2 +0%
WEG
79
World Equity Group
Illinois
$293K 5,751 -125 -2%
BFG
80
Berger Financial Group
Minnesota
$277K 5,436
CM
81
Capital Management
Virginia
$277K 5,427 +177 +3%
Mariner
82
Mariner
Kansas
$276K 5,407 +324 +6%
WBCM
83
Wilson & Boucher Capital Management
California
$275K 5,400
ASN
84
Advisory Services Network
Georgia
$266K 5,167 -115 -2%
KWM
85
Kingsview Wealth Management
Oregon
$266K 5,210 -60 -1%
CWA
86
Crux Wealth Advisors
California
$254K 4,988 -9,502 -66%
FIM
87
Freedom Investment Management
Connecticut
$253K 4,962 -86 -2%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$245K 4,810
EH
89
Equitable Holdings
New York
$244K 4,795 +4,795 New
EF
90
Envision Financial
Wisconsin
$236K 4,632
UPS
91
UHLMANN PRICE SECURITIES
Illinois
$234K 4,587 -243 -5%
LCM
92
LVM Capital Management
Michigan
$220K 4,326 -30 -0.7%
IFWM
93
Institute for Wealth Management
Colorado
$219K 4,290
CCA
94
Clearwater Capital Advisors
Illinois
$216K 4,230 -76 -2%
ESB
95
Essex Savings Bank
Connecticut
$214K 4,200
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$203K 3,975 -2,350 -37%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$201K 3,945 -1,185 -23%
HI
98
Harbour Investments
Wisconsin
$189K 3,712 +373 +11%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$174K 3,417 +1,899 +125%
ADL
100
Asset Dedication LLC
California
$161K 3,162