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WisdomTree US SmallCap Earnings Fund

142 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 49 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

Holders
142
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 +$7M
2 +$3.41M
3 +$2.94M
4
LPL Financial
LPL Financial
California
+$2.25M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$191K
ADL
102
Asset Dedication LLC
California
$177K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$172K
Comerica Bank
104
Comerica Bank
Texas
$160K
TFG
105
Team Financial Group
California
$153K
BTI
106
Blue Trust Inc
Georgia
$151K
AWM
107
AE Wealth Management
Kansas
$146K
CA
108
CoreCap Advisors
Michigan
$133K
ITIM
109
Indiana Trust & Investment Management
Indiana
$120K
Citigroup
110
Citigroup
New York
$103K
JWA
111
JFS Wealth Advisors
Pennsylvania
$101K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$89.7K
RFA
113
Register Financial Advisors
Georgia
$84.1K
RIL
114
Rothschild Investment LLC
Illinois
$78.2K
FCG
115
Financial Connections Group
California
$75K
WANY
116
Wealthspire Advisors (New York)
New York
$73.4K
Jones Financial Companies
117
Jones Financial Companies
Missouri
$71.3K
LBC
118
Lowe Brockenbrough & Co
Virginia
$67K
FFA
119
Frazier Financial Advisors
Ohio
$57.7K
HWM
120
Horizons Wealth Management
North Carolina
$46.5K
AssetMark Inc
121
AssetMark Inc
California
$42K
PS
122
Principal Securities
Iowa
$41.3K
RFP
123
Root Financial Partners
California
$31.7K
GSWM
124
Golden State Wealth Management
California
$30K
AT
125
Arlington Trust
Alabama
$27.9K