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WisdomTree US SmallCap Earnings Fund

140 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
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 Buyers

1 +$7.37M
2 +$2.68M
3 +$1.85M
4
Osaic Holdings
Osaic Holdings
Arizona
+$750K
5
Jane Street
Jane Street
New York
+$508K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$327K
PA
77
PSI Advisors
Florida
$304K
RA
78
RFG Advisory
Alabama
$301K
SAI
79
Savvy Advisors Inc
New York
$301K
WEG
80
World Equity Group
Illinois
$293K
BFG
81
Berger Financial Group
Minnesota
$277K
CM
82
Capital Management
Virginia
$277K
Mariner
83
Mariner
Kansas
$276K
WBCM
84
Wilson & Boucher Capital Management
California
$275K
ASN
85
Advisory Services Network
Georgia
$266K
KWM
86
Kingsview Wealth Management
Oregon
$266K
CWA
87
Crux Wealth Advisors
California
$254K
FIM
88
Freedom Investment Management
Connecticut
$253K
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$245K
EH
90
Equitable Holdings
New York
$244K
EF
91
Envision Financial
Wisconsin
$236K
UPS
92
UHLMANN PRICE SECURITIES
Illinois
$234K
LCM
93
LVM Capital Management
Michigan
$220K
IFWM
94
Institute for Wealth Management
Colorado
$219K
CCA
95
Clearwater Capital Advisors
Illinois
$216K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K
ESB
97
Essex Savings Bank
Connecticut
$214K
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$203K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$201K
HI
100
Harbour Investments
Wisconsin
$189K