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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 %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$174K +$96.8K +1,899 +125%
ADL
102
Asset Dedication LLC
California
$161K
Comerica Bank
103
Comerica Bank
Texas
$148K -$37.3K -732 -20%
TFG
104
Team Financial Group
California
$141K +$141K +2,769 New
BTI
105
Blue Trust Inc
Georgia
$138K
CA
106
CoreCap Advisors
Michigan
$124K -$815 -16 -0.7%
AWM
107
AE Wealth Management
Kansas
$118K -$6.22K -122 -5%
ITIM
108
Indiana Trust & Investment Management
Indiana
$109K
Citigroup
109
Citigroup
New York
$93.7K +$7.85K +154 +9%
JWA
110
JFS Wealth Advisors
Pennsylvania
$92.4K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$81.8K
RIL
112
Rothschild Investment LLC
Illinois
$71.3K
FCG
113
Financial Connections Group
California
$68K
LBC
114
Lowe Brockenbrough & Co
Virginia
$61.2K +$61.2K +1,200 New
Jones Financial Companies
115
Jones Financial Companies
Missouri
$58.3K +$6.37K +125 +12%
HWM
116
Horizons Wealth Management
North Carolina
$42.4K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$41.8K +$7.79K +153 +23%
AssetMark Inc
118
AssetMark Inc
California
$39.6K +$32.2K +631 +432%
CA
119
Clearstead Advisors
Ohio
$38.3K +$38.3K +751 New
PS
120
Principal Securities
Iowa
$37.7K -$7.13K -140 -16%
T
121
Transce3nd
Texas
$36.2K -$255 -5 -0.7%
ETC
122
Exchange Traded Concepts
Oklahoma
$34.1K +$34.1K +669 New
AF
123
Allworth Financial
California
$32.5K +$4.49K +88 +16%
IA
124
IFP Advisors
Florida
$31.8K
GSWM
125
Golden State Wealth Management
California
$27.3K +$51 +1 +0.2%