EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

77 hedge funds and large institutions have $276M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CIC
2
Cutler Investment Counsel
Oregon
$7.72M
3
UBS Group
3
UBS Group
Switzerland
$26.9M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.39M
5
LW
5
Linscomb Wealth
Texas
$21.9M

Top Sellers

1
TA
1
TMD & Associates
Arizona
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.2M
3
LPL Financial
3
LPL Financial
California
$2.29M
4
Jane Street
4
Jane Street
New York
$0
5
3AM
5
3D Asset Management
Connecticut
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.47M -$244K -6,722 -14%
UCFA
27
United Capital Financial Advisors
Texas
$1.45M -$8.62K -238 -0.6%
WIA
28
Wealthstreet Investment Advisors
Texas
$1.37M +$1.37M +37,887 New
RJA
29
Raymond James & Associates
Florida
$1.14M -$36.1K -998 -3%
Citigroup
30
Citigroup
New York
$1.08M -$5.87K -162 -0.5%
DC
31
Davenport & Co
Virginia
$991K +$553K +15,278 +127%
FIM
32
Freedom Investment Management
Connecticut
$874K -$125K -3,451 -13%
AG
33
Advisor Group
Arizona
$839K -$69.4K -1,913 -8%
PS
34
Portfolio Solutions
Michigan
$777K -$36.4K -1,004 -4%
SEI Investments
35
SEI Investments
Pennsylvania
$735K +$69.2K +1,911 +10%
LNC
36
Lincoln National Corp
Pennsylvania
$714K +$432K +11,925 +153%
MWP
37
Moller Wealth Partners
$676K -$1.05K -29 -0.2%
UA
38
Unison Advisors
District of Columbia
$649K +$649K +17,912 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$641K +$173K +4,781 +37%
SI
40
SII Investments
Wisconsin
$609K +$609K +16,797 New
PVH
41
Psagot Value Holdings
Israel
$577K – – –
CPIG
42
Chicago Partners Investment Group
Illinois
$504K – – –
CAM
43
Covenant Asset Management
New Jersey
$439K +$75.4K +2,082 +21%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$396K +$7.28K +201 +2%
FHA
45
Flagship Harbor Advisors
Massachusetts
$373K +$5.71K +155 +2%
PWAP
46
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$352K +$30.7K +846 +10%
MML Investors Services
47
MML Investors Services
Massachusetts
$323K +$22.5K +620 +7%
LCM
48
LVM Capital Management
Michigan
$291K -$4.88K -135 -2%
AF
49
Advisornet Financial
Minnesota
$280K +$280K +7,728 New
CBN
50
Cadence Bank NA
Texas
$229K +$229K +6,339 New
1
2
3 4