EES icon

WisdomTree US SmallCap Earnings Fund

161 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Earnings Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Smithbridge Asset Management
Pennsylvania
$226K
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$225K
BFG
103
Berger Financial Group
Minnesota
$223K
USCWA
104
U.S. Capital Wealth Advisors
Texas
$221K
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$218K
KPWS
106
Kestra Private Wealth Services
Texas
$207K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$206K
LOWM
108
Laurel Oak Wealth Management
New Jersey
$205K
CCFM
109
Clear Creek Financial Management
Washington
$203K
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$198K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$191K
ADL
112
Asset Dedication LLC
California
$184K
TFG
113
Team Financial Group
California
$159K
BTI
114
Blue Trust Inc
Georgia
$157K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$153K
CA
116
CoreCap Advisors
Michigan
$136K
AWM
117
AE Wealth Management
Kansas
$132K
ITIM
118
Indiana Trust & Investment Management
Indiana
$124K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$113K
GWM
120
Geneos Wealth Management
Colorado
$110K
Citigroup
121
Citigroup
New York
$107K
JWA
122
JFS Wealth Advisors
Pennsylvania
$105K
CF
123
Centaurus Financial
California
$101K
RFA
124
Register Financial Advisors
Georgia
$95.7K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$95.1K