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WisdomTree US SmallCap Earnings Fund

163 hedge funds and large institutions have $382M 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, 53 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)

23% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 53

Holders
163
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
SA
76
Sanctuary Advisors
Indiana
$371K
William Blair & Company
77
William Blair & Company
Illinois
$365K
PWP
78
Precedent Wealth Partners
Texas
$365K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$363K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$357K
SAI
81
Savvy Advisors Inc
New York
$354K
PA
82
PSI Advisors
Florida
$335K
WEG
83
World Equity Group
Illinois
$332K
HBS
84
Howard Bailey Securities
Indiana
$325K
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$323K
CM
86
Capital Management
Virginia
$308K
WBCM
87
Wilson & Boucher Capital Management
California
$307K
UPS
88
UHLMANN PRICE SECURITIES
Illinois
$298K
KWM
89
Kingsview Wealth Management
Oregon
$297K
ASN
90
Advisory Services Network
Georgia
$296K
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$292K
IWM
92
IHT Wealth Management
Illinois
$288K
BFG
93
Berger Financial Group
Minnesota
$283K
CWA
94
Crux Wealth Advisors
California
$270K
EH
95
Equitable Holdings
New York
$256K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$248K
IFWM
97
Institute for Wealth Management
Colorado
$244K
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$240K
ESB
99
Essex Savings Bank
Connecticut
$239K
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K