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WisdomTree US SmallCap Earnings Fund

161 hedge funds and large institutions have $381M 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, 51 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)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

Holders
161
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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$225K
LCM
102
LVM Capital Management
Michigan
$223K
GLLW
103
Graves Light Lenhart Wealth
Virginia
$222K
LOWM
104
Laurel Oak Wealth Management
New Jersey
$221K
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$220K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$217K
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$214K
AQR Capital Management
108
AQR Capital Management
Connecticut
$202K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$195K
ADL
110
Asset Dedication LLC
California
$180K
AWM
111
AE Wealth Management
Kansas
$169K
TFG
112
Team Financial Group
California
$156K
BTI
113
Blue Trust Inc
Georgia
$154K
CA
114
CoreCap Advisors
Michigan
$135K
ITIM
115
Indiana Trust & Investment Management
Indiana
$122K
Comerica Bank
116
Comerica Bank
Texas
$112K
GWM
117
Geneos Wealth Management
Colorado
$108K
Citigroup
118
Citigroup
New York
$105K
JWA
119
JFS Wealth Advisors
Pennsylvania
$103K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$91.4K
RFA
121
Register Financial Advisors
Georgia
$85.8K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$77.8K
AG
123
AmeriFlex Group
Nevada
$77.1K
FCG
124
Financial Connections Group
California
$76K
LBC
125
Lowe Brockenbrough & Co
Virginia
$68.3K