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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

107 hedge funds and large institutions have $202M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
28
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.58M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.64M
5
GSWM
5
Golden State Wealth Management
California
$1.39M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$327K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
LW
4
Linscomb Wealth
Texas
$14.3M
5
PWS
5
Private Wealth Strategies
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$1.58M +$7.97K +281 +0.5%
TAM
27
Townsend Asset Management
North Carolina
$1.43M +$93.5K +3,295 +7%
FA
28
Forefront Analytics
Pennsylvania
$1.41M +$246K +8,683 +21%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.4M +$9.88K +348 +0.7%
GSWM
30
Golden State Wealth Management
California
$1.39M +$1.37M +48,201 +5,814%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.27M -$1.84M -64,829 -59%
Creative Planning
32
Creative Planning
Kansas
$1.25M +$266K +9,380 +27%
HH
33
Hilltop Holdings
Texas
$1.18M +$1.18M +41,712 New
UCFA
34
United Capital Financial Advisors
Texas
$1.12M -$23.1K -815 -2%
CCFM
35
Clear Creek Financial Management
Washington
$967K -$189K -6,674 -16%
HWM
36
Howard Wealth Management
Connecticut
$947K -$376K -13,256 -28%
DC
37
Davenport & Co
Virginia
$934K -$564K -19,869 -38%
PAG
38
Private Advisor Group
New Jersey
$881K +$495K +17,466 +128%
CCA
39
Clearwater Capital Advisors
Illinois
$664K -$173K -6,104 -21%
SWP
40
Stratos Wealth Partners
Ohio
$648K -$2.48M -87,404 -79%
Citigroup
41
Citigroup
New York
$637K +$177K +6,235 +38%
WIA
42
Wealthstreet Investment Advisors
Texas
$625K -$40.1K -1,414 -6%
AAS
43
Avantax Advisory Services
Texas
$625K +$37.7K +1,330 +6%
MIC
44
Means Investment Company
Maine
$591K -$186K -5,842 -24%
MIAN
45
Mariner Independent Advisor Network
Kansas
$582K -$3.31K -119 -0.6%
OC
46
Oppenheimer & Co
New York
$558K -$2.73M -96,167 -83%
HIS
47
Harvest Investment Services
Illinois
$553K +$171K +6,023 +45%
IF
48
Intrua Financial
Texas
$532K +$532K +16,737 New
MWP
49
Moller Wealth Partners
$528K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$473K +$62.4K +2,197 +15%
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