EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

99 hedge funds and large institutions have $348M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
1
Daido Life Insurance Company
Japan
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.3M
3
Wells Fargo
3
Wells Fargo
California
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$30.5M
5
Bank of America
5
Bank of America
North Carolina
$27.7M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
3AM
2
3D Asset Management
Connecticut
$35.7M
3
Jane Street
3
Jane Street
New York
$1.12M
4
CAN
4
Cetera Advisor Networks
California
$0
5
AF
5
Advisornet Financial
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.73M 44,675 -107 -0.2%
Citigroup
27
Citigroup
New York
$1.69M 43,782 +7,145 +20%
DC
28
Davenport & Co
Virginia
$1.59M 41,184 +8,037 +24%
BFG
29
Barber Financial Group
Kansas
$1.58M 40,928 +40,928 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.56M 40,276 -1,678 -4%
UCFA
31
United Capital Financial Advisors
Texas
$1.49M 38,570 -289 -0.7%
WIA
32
Wealthstreet Investment Advisors
Texas
$1.31M 33,946 -3,403 -9%
GRP
33
Global Retirement Partners
California
$1.22M 31,410 +31,410 New
Jane Street
34
Jane Street
New York
$1.12M 29,064 -8,083 -22%
CSA
35
Cottage Street Advisors
Massachusetts
$1.04M 26,921 +14,627 +119%
AG
36
Advisor Group
Arizona
$859K 22,206 -394 -2%
PS
37
Portfolio Solutions
Michigan
$795K 20,553 -319 -2%
SEI Investments
38
SEI Investments
Pennsylvania
$771K 19,915 – –
MWP
39
Moller Wealth Partners
$722K 18,670 – –
SEIA
40
Signature Estate & Investment Advisors
California
$704K 18,183 +18,183 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$640K 16,535 -1,907 -10%
PVH
42
Psagot Value Holdings
Israel
$603K 15,593 +424 +3%
UA
43
Unison Advisors
District of Columbia
$584K 15,093 +80 +0.5%
FHA
44
Flagship Harbor Advisors
Massachusetts
$558K 14,428 +2,118 +17%
CAM
45
Covenant Asset Management
New Jersey
$554K 14,307 +1,055 +8%
CPIG
46
Chicago Partners Investment Group
Illinois
$538K 13,908 – –
FPCM
47
Financial Partners Capital Management
New York
$480K 12,395 +12,395 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$464K 11,989 +3,897 +48%
BHB
49
Bank Hapoalim BM
Israel
$456K 11,793 -612 -5%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$442K 11,415 -8 -0.1%
1
2
3 4 5