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WisdomTree US SmallCap Earnings Fund

163 hedge funds and large institutions have $382M 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, 53 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)

23% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 53

Holders
163
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
LBC
126
Lowe Brockenbrough & Co
Virginia
$68.3K
FFA
127
Frazier Financial Advisors
Ohio
$58.8K
RIL
128
Rothschild Investment LLC
Illinois
$51.2K
UBS AM
129
UBS AM
Illinois
$50.2K
HWM
130
Horizons Wealth Management
North Carolina
$47.4K
AssetMark Inc
131
AssetMark Inc
California
$42.8K
IA
132
IFP Advisors
Florida
$35.5K
RFP
133
Root Financial Partners
California
$32.3K
MWA
134
Medallion Wealth Advisors
Connecticut
$32.2K
GSWM
135
Golden State Wealth Management
California
$30.7K
AF
136
Allworth Financial
California
$29.2K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$26K
ACA
138
Aptus Capital Advisors
Alabama
$23.3K
NFSG
139
Newbridge Financial Services Group
Florida
$21.3K
AW
140
Ankerstar Wealth
Texas
$15K
PMFA
141
Plante Moran Financial Advisors
Michigan
$14.2K
QA
142
Quattro Advisors
Pennsylvania
$13.6K
AA
143
Addison Advisors
Vermont
$12.8K
CVM
144
Cheviot Value Management
California
$11.7K
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.11K
GFA
146
Godfrey Financial Associates
New York
$8.71K
C
147
Covestor
United Kingdom
$8K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$7.57K
GI
149
GAMMA Investing
California
$6.04K
AA
150
Ancora Advisors
Ohio
$5.41K