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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
49
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$10.4M
2
HFA
2
Huber Financial Advisors
Illinois
$10.1M
3
SWP
3
Stratos Wealth Partners
Ohio
$5.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.47M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17K
5
LPL Financial
5
LPL Financial
California
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$2.94M +$2.83M +78,937 +2,677%
OC
27
Oppenheimer & Co
New York
$2.87M +$1.13M +31,384 +64%
RJA
28
Raymond James & Associates
Florida
$2.85M -$52.3K -1,458 -2%
UBS AM
29
UBS AM
Illinois
$2.54M – – –
CANC
30
Culbertson A N & Co
Virginia
$2.5M +$77.4K +2,158 +3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$2.48M -$53.9K -1,503 -2%
S
32
Surevest
California
$2.39M +$21.9K +610 +0.9%
KLI
33
Kelman-Lazarov Inc
Tennessee
$2.29M -$126K -3,518 -5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$273K +7,602 +14%
MWM
35
Marietta Wealth Management
Georgia
$2.22M +$182K +5,087 +9%
GSWM
36
Golden State Wealth Management
California
$2.2M +$234K +6,521 +12%
CAN
37
Cetera Advisor Networks
California
$2.19M +$1.32M +37,032 +152%
BFG
38
Barber Financial Group
Kansas
$2.06M +$136K +3,784 +7%
Stifel Financial
39
Stifel Financial
Missouri
$1.98M +$1.58M +44,006 +396%
CCA
40
Clearwater Capital Advisors
Illinois
$1.95M -$212K -5,914 -10%
TVAMP
41
Tennessee Valley Asset Management Partners
Tennessee
$1.89M +$154K +4,279 +9%
AWM
42
AE Wealth Management
Kansas
$1.74M +$1.74M +48,413 New
PCM
43
Perritt Capital Management
Illinois
$1.69M +$70K +1,950 +4%
PA
44
Pinnacle Associates
New York
$1.67M +$13.4K +373 +0.8%
PWMAG
45
Pinnacle Wealth Management Advisory Group
New Jersey
$1.65M +$13.4K +373 +0.8%
CF
46
Centaurus Financial
California
$1.62M +$1.56M +43,577 +2,850%
AG
47
Advisor Group
Arizona
$1.35M +$262K +7,301 +24%
Jane Street
48
Jane Street
New York
$1.29M +$585K +16,297 +83%
GRP
49
Global Retirement Partners
California
$1.28M +$8.97K +250 +0.7%
CA
50
Continuum Advisory
Idaho
$1.26M -$63K -1,754 -5%
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