EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

97 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$5.25M
2
AAS
2
Avantax Advisory Services
Texas
$2.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M
4
FTUS
4
Flow Traders U.S.
New York
$263K
5
Citigroup
5
Citigroup
New York
$860K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$809K
5
SC
5
Savant Capital
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$1.33M -$341K -11,409 -20%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.3M -$38.7K -1,295 -3%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.29M -$181K -6,069 -12%
UCFA
29
United Capital Financial Advisors
Texas
$1.15M -$29.1K -973 -2%
TAM
30
Townsend Asset Management
North Carolina
$1.11M -$394K -13,180 -26%
Creative Planning
31
Creative Planning
Kansas
$1M -$307K -10,285 -23%
HWM
32
Howard Wealth Management
Connecticut
$981K -$16.7K -560 -2%
Citigroup
33
Citigroup
New York
$860K +$189K +6,326 +28%
GSWM
34
Golden State Wealth Management
California
$811K -$652K -21,855 -45%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$809K -$2.36M -79,008 -74%
WIA
36
Wealthstreet Investment Advisors
Texas
$799K +$141K +4,711 +21%
IF
37
Intrua Financial
Texas
$643K +$67.5K +1,963 +12%
CCA
38
Clearwater Capital Advisors
Illinois
$608K -$90.5K -3,033 -13%
MIAN
39
Mariner Independent Advisor Network
Kansas
$602K -$22.5K -752 -4%
MIC
40
Means Investment Company
Maine
$570K -$24.8K -773 -4%
MWP
41
Moller Wealth Partners
$555K -$986 -33 -0.2%
DC
42
Davenport & Co
Virginia
$537K -$446K -14,933 -45%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$523K +$25.8K +863 +5%
HIS
44
Harvest Investment Services
Illinois
$503K -$79.5K -2,661 -14%
RJA
45
Raymond James & Associates
Florida
$457K -$10.2K -342 -2%
SAM
46
S.A. Mason
Michigan
$443K +$239 +8 +0.1%
SWP
47
Stratos Wealth Partners
Ohio
$427K -$255K -8,536 -37%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$341K -$105K -3,523 -24%
PAG
49
Private Advisor Group
New Jersey
$326K -$601K -20,132 -65%
HH
50
Hilltop Holdings
Texas
$325K -$920K -30,819 -74%
1
2
3 4 5