EES icon

WisdomTree US SmallCap Earnings Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
76
Smithbridge Asset Management
Pennsylvania
$336K -$1.87M -36,681 -85%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$327K +$59.4K +1,166 +22%
PA
78
PSI Advisors
Florida
$304K
RA
79
RFG Advisory
Alabama
$301K -$20.4K -400 -6%
SAI
80
Savvy Advisors Inc
New York
$301K +$102 +2 +0%
WEG
81
World Equity Group
Illinois
$293K -$6.37K -125 -2%
BFG
82
Berger Financial Group
Minnesota
$277K
CM
83
Capital Management
Virginia
$277K +$9.02K +177 +3%
Mariner
84
Mariner
Kansas
$276K +$16.5K +324 +6%
WBCM
85
Wilson & Boucher Capital Management
California
$275K
ASN
86
Advisory Services Network
Georgia
$266K -$5.93K -115 -2%
KWM
87
Kingsview Wealth Management
Oregon
$266K -$3.06K -60 -1%
CWA
88
Crux Wealth Advisors
California
$254K -$484K -9,502 -66%
FIM
89
Freedom Investment Management
Connecticut
$253K -$4.38K -86 -2%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$245K
EH
91
Equitable Holdings
New York
$244K +$244K +4,795 New
EF
92
Envision Financial
Wisconsin
$236K
UPS
93
UHLMANN PRICE SECURITIES
Illinois
$234K -$12.4K -243 -5%
LCM
94
LVM Capital Management
Michigan
$220K -$1.53K -30 -0.7%
IFWM
95
Institute for Wealth Management
Colorado
$219K
CCA
96
Clearwater Capital Advisors
Illinois
$216K -$3.87K -76 -2%
ESB
97
Essex Savings Bank
Connecticut
$214K
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$203K -$120K -2,350 -37%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$201K -$60.4K -1,185 -23%
HI
100
Harbour Investments
Wisconsin
$189K +$19K +373 +11%