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WisdomTree US SmallCap Earnings Fund

161 hedge funds and large institutions have $381M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.1M
2 -$3.6M
3 -$2.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2M
5
Morgan Stanley
Morgan Stanley
New York
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$365K
PWP
77
Precedent Wealth Partners
Texas
$365K
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$363K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$357K
SAI
80
Savvy Advisors Inc
New York
$354K
PA
81
PSI Advisors
Florida
$335K
WEG
82
World Equity Group
Illinois
$332K
HBS
83
Howard Bailey Securities
Indiana
$325K
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$323K
CM
85
Capital Management
Virginia
$308K
WBCM
86
Wilson & Boucher Capital Management
California
$307K
UPS
87
UHLMANN PRICE SECURITIES
Illinois
$298K
KWM
88
Kingsview Wealth Management
Oregon
$297K
ASN
89
Advisory Services Network
Georgia
$296K
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$292K
IWM
91
IHT Wealth Management
Illinois
$288K
BFG
92
Berger Financial Group
Minnesota
$283K
CWA
93
Crux Wealth Advisors
California
$270K
EH
94
Equitable Holdings
New York
$256K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$248K
IFWM
96
Institute for Wealth Management
Colorado
$244K
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$240K
ESB
98
Essex Savings Bank
Connecticut
$239K
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$230K