EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

139 hedge funds and large institutions have $462M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
30
Increased
44
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
9WM
1
9258 Wealth Management
Ohio
$4.32M
2
Bank of America
2
Bank of America
North Carolina
$62.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$9.49M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
AAS
5
Avantax Advisory Services
Texas
$1.54M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Jane Street
2
Jane Street
New York
$541K
3
AW
3
ACG Wealth
Georgia
$8.46M
4
UBS AM
4
UBS AM
Illinois
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$4.16M +$777K +20,207 +23%
Citigroup
27
Citigroup
New York
$4.08M -$8.96K -233 -0.2%
PCM
28
Perritt Capital Management
Illinois
$3.97M +$948K +24,659 +31%
MWM
29
Marietta Wealth Management
Georgia
$3.81M +$24.6K +640 +0.7%
SAM
30
Smithbridge Asset Management
Pennsylvania
$3.49M +$97.7K +2,540 +3%
SS
31
Simplicity Solutions
Minnesota
$2.99M +$737K +19,172 +33%
S
32
Surevest
California
$2.96M +$170K +4,431 +6%
FA
33
Forefront Analytics
Pennsylvania
$2.85M +$574K +14,935 +25%
CAN
34
Cetera Advisor Networks
California
$2.84M +$213K +5,547 +8%
PA
35
PSI Advisors
Florida
$2.76M +$2.76M +71,782 New
OL
36
Optas LLC
Texas
$2.72M +$2.72M +70,853 New
CANC
37
Culbertson A N & Co
Virginia
$2.71M -$59.9K -1,557 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$92K -2,394 -3%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$2.44M -$86.6K -2,253 -3%
Stifel Financial
40
Stifel Financial
Missouri
$2.27M +$122K +3,165 +6%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2.18M -$2.22M -69,662 -50%
KLI
42
Kelman-Lazarov Inc
Tennessee
$2.1M -$283K -7,357 -12%
HWM
43
Howard Wealth Management
Connecticut
$2.08M +$2.08M +54,175 New
AG
44
Advisor Group
Arizona
$2.06M +$334K +8,681 +19%
PA
45
Pinnacle Associates
New York
$2.06M -$19.4K -504 -0.9%
PWMAG
46
Pinnacle Wealth Management Advisory Group
New Jersey
$2.03M -$30K -779 -1%
CF
47
Centaurus Financial
California
$2M +$70K +1,820 +4%
BFG
48
Barber Financial Group
Kansas
$1.97M -$169K -4,383 -8%
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$1.91M +$5.04K +131 +0.3%
TAM
50
Townsend Asset Management
North Carolina
$1.8M +$1.8M +46,788 New
1
2
3 4 5