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WisdomTree US SmallCap Earnings Fund

145 hedge funds and large institutions have $377M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 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: 44 | Existing positions reduced: 50

Holders
145
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 +$6.78M
2 +$3.31M
3 +$2.85M
4
LPL Financial
LPL Financial
California
+$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$210K
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$191K
ADL
103
Asset Dedication LLC
California
$177K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$172K
Comerica Bank
105
Comerica Bank
Texas
$160K
TFG
106
Team Financial Group
California
$153K
BTI
107
Blue Trust Inc
Georgia
$151K
AWM
108
AE Wealth Management
Kansas
$146K
CA
109
CoreCap Advisors
Michigan
$133K
ITIM
110
Indiana Trust & Investment Management
Indiana
$120K
Citigroup
111
Citigroup
New York
$103K
JWA
112
JFS Wealth Advisors
Pennsylvania
$101K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$89.7K
RFA
114
Register Financial Advisors
Georgia
$84.1K
RIL
115
Rothschild Investment LLC
Illinois
$78.2K
FCG
116
Financial Connections Group
California
$75K
WANY
117
Wealthspire Advisors (New York)
New York
$73.4K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$71.3K
LBC
119
Lowe Brockenbrough & Co
Virginia
$67K
FFA
120
Frazier Financial Advisors
Ohio
$57.7K
HWM
121
Horizons Wealth Management
North Carolina
$46.5K
AssetMark Inc
122
AssetMark Inc
California
$42K
PS
123
Principal Securities
Iowa
$41.3K
IA
124
IFP Advisors
Florida
$34.9K
RFP
125
Root Financial Partners
California
$31.7K