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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
FFA
126
Frazier Financial Advisors
Ohio
$58.8K
RIL
127
Rothschild Investment LLC
Illinois
$51.2K
UBS AM
128
UBS AM
Illinois
$50.2K
HWM
129
Horizons Wealth Management
North Carolina
$47.4K
AssetMark Inc
130
AssetMark Inc
California
$42.8K
IA
131
IFP Advisors
Florida
$35.5K
RFP
132
Root Financial Partners
California
$32.3K
GSWM
133
Golden State Wealth Management
California
$30.7K
AF
134
Allworth Financial
California
$29.2K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$26K
ACA
136
Aptus Capital Advisors
Alabama
$23.3K
NFSG
137
Newbridge Financial Services Group
Florida
$21.3K
AW
138
Ankerstar Wealth
Texas
$15K
PMFA
139
Plante Moran Financial Advisors
Michigan
$14.2K
QA
140
Quattro Advisors
Pennsylvania
$13.6K
AA
141
Addison Advisors
Vermont
$12.8K
CVM
142
Cheviot Value Management
California
$11.7K
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.11K
GFA
144
Godfrey Financial Associates
New York
$8.71K
C
145
Covestor
United Kingdom
$8K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$7.57K
GI
147
GAMMA Investing
California
$6.04K
AA
148
Ancora Advisors
Ohio
$5.41K
CMP
149
Coston McIsaac & Partners
Maine
$5K
AWM
150
Abound Wealth Management
Tennessee
$4.78K