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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

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.

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.87%
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
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$7.37M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$6.35M
4
LPL Financial
4
LPL Financial
California
$26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.72M

Top Sellers

1
IWP
1
Invenio Wealth Partners
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.43M
3
KFI
3
Key Financial Inc
Pennsylvania
$13M
4
Bank of America
4
Bank of America
North Carolina
$39.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
126
Arlington Trust
Alabama
$25.5K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$19.1K – – –
AA
128
Addison Advisors
Vermont
$11.5K – – –
CVM
129
Cheviot Value Management
California
$10.3K – – –
TPW
130
Talon Private Wealth
Florida
$8.56K +$8.56K +168 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$6.78K – – –
FFA
132
Frazier Financial Advisors
Ohio
$6.76K – – –
NWM
133
Nova Wealth Management
Florida
$6.03K +$2.71K +53 +82%
C
134
Covestor
United Kingdom
$6K +$826 +15 +16%
CMP
135
Coston McIsaac & Partners
Maine
$5K – – –
AA
136
Ancora Advisors
Ohio
$4.84K – – –
DF
137
Dunhill Financial
United Kingdom
$3.17K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$1.02K +$866 +17 +567%
LC
139
Luminist Capital
Michigan
$364 – – –
IWP
140
Invenio Wealth Partners
Florida
– -$5.5M -112,610 Closed
Citadel Advisors
141
Citadel Advisors
Florida
– -$992K -20,319 Closed
BPA
142
Beacon Pointe Advisors
California
– -$988K -20,222 Closed
HighTower Advisors
143
HighTower Advisors
Illinois
– -$691K -14,144 Closed
NW
144
NewEdge Wealth
Pennsylvania
– -$361K -7,384 Closed
PFBT
145
Parkside Financial Bank & Trust
Missouri
– -$342K -6,993 Closed
WIA
146
World Investment Advisors
California
– -$204K -4,181 Closed
AG
147
AmeriFlex Group
Nevada
– -$89.5K -1,832 Closed
GFPC
148
Global Financial Private Client
Florida
– -$73.3K -1,500 Closed
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
– -$14.9K -305 Closed
RWM
150
Ruedi Wealth Management
Illinois
– -$7.96K -163 Closed
3 4 5
6
7