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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.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.86%
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
Amplius Wealth Advisors
Pennsylvania
$7.37M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M
3
Wells Fargo
Wells Fargo
California
$6.35M
4
LPL Financial
LPL Financial
California
$26M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.72M

Top Sellers

1
IWP
Invenio Wealth Partners
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.43M
3
KFI
Key Financial Inc
Pennsylvania
$13M
4
Bank of America
Bank of America
North Carolina
$39.2M
5
SPIA
Steward Partners Investment Advisory
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
151
Pinnacle Bancorp
Nebraska
– -$5.62K -115 Closed
CA
152
Continuum Advisory
Idaho
– -$1.22K -25 Closed
AIC
153
Archer Investment Corporation
Indiana
– -$1.02K -21 Closed
3 4 5 6
7