EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

75 hedge funds and large institutions have $237M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$2.79M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.3M
3
SEI Investments
3
SEI Investments
Pennsylvania
$595K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$725K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
CIC
2
Cutler Investment Counsel
Oregon
$4.5M
3
Jane Street
3
Jane Street
New York
$231K
4
UBS Group
4
UBS Group
Switzerland
$24.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
26
Gerald L. Ray & Associates
Texas
$1.23M +$24.5K +745 +2%
Citigroup
27
Citigroup
New York
$994K +$33 +1 +0%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$874K +$466K +14,182 +114%
FIM
29
Freedom Investment Management
Connecticut
$862K -$59K -1,797 -6%
AG
30
Advisor Group
Arizona
$823K -$35.9K -1,092 -4%
RJA
31
Raymond James & Associates
Florida
$784K +$113K +3,436 +17%
PS
32
Portfolio Solutions
Michigan
$758K -$12K -366 -2%
LIA
33
LBMC Investment Advisors
Tennessee
$737K +$1.97K +60 +0.3%
CPIG
34
Chicago Partners Investment Group
Illinois
$725K +$587K +11,985 +426%
MWP
35
Moller Wealth Partners
$614K – – –
SEI Investments
36
SEI Investments
Pennsylvania
$595K +$595K +18,123 New
PVH
37
Psagot Value Holdings
Israel
$565K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$511K +$511K +15,557 New
BHB
39
Bank Hapoalim BM
Israel
$507K +$2.56K +78 +0.5%
PAG
40
Private Advisor Group
New Jersey
$499K -$20.4K -625 -4%
Ameriprise
41
Ameriprise
Minnesota
$406K +$73K +2,220 +22%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$353K – – –
CWM
43
Concert Wealth Management
California
$333K +$168K +5,074 +102%
CAM
44
Covenant Asset Management
New Jersey
$330K +$82K +2,495 +33%
PWAP
45
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$318K -$18.7K -569 -6%
FHA
46
Flagship Harbor Advisors
Massachusetts
$292K +$15.7K +482 +6%
LCM
47
LVM Capital Management
Michigan
$276K -$13.3K -405 -5%
MML Investors Services
48
MML Investors Services
Massachusetts
$272K +$272K +8,273 New
Goldman Sachs
49
Goldman Sachs
New York
$258K -$365K -11,117 -59%
LNC
50
Lincoln National Corp
Pennsylvania
$235K +$15.5K +474 +7%
1
2
3 4