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WisdomTree US SmallCap Earnings Fund

146 hedge funds and large institutions have $379M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 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)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
146
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
RFP
126
Root Financial Partners
California
$31.7K
GSWM
127
Golden State Wealth Management
California
$30K
AF
128
Allworth Financial
California
$28.7K
AT
129
Arlington Trust
Alabama
$27.9K
NFSG
130
Newbridge Financial Services Group
Florida
$21K
AA
131
Addison Advisors
Vermont
$12.6K
CVM
132
Cheviot Value Management
California
$11.1K
AWM
133
Abound Wealth Management
Tennessee
$9.28K
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.94K
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$7.43K
C
136
Covestor
United Kingdom
$7K
GI
137
GAMMA Investing
California
$5.92K
AA
138
Ancora Advisors
Ohio
$5.31K
CMP
139
Coston McIsaac & Partners
Maine
$5K
ETC
140
Exchange Traded Concepts
Oklahoma
$4.08K
Q1WB
141
Quest 10 Wealth Builders
Virginia
$3.74K
DF
142
Dunhill Financial
United Kingdom
$3.49K
NWM
143
Nova Wealth Management
Florida
$2.98K
SS
144
Sunbelt Securities
Texas
$2.18K
TRCT
145
Tower Research Capital (TRC)
New York
$1.06K
LC
146
Luminist Capital
Michigan
$392
HG
147
Herbst Group
Connecticut
Jane Street
148
Jane Street
New York
EF
149
Envision Financial
Wisconsin
CCA
150
Clearwater Capital Advisors
Illinois