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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$11M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$3.38M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.73M -$756K -19,419 -30%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.5M -$5M -128,383 -77%
AWA
28
Arkadios Wealth Advisors
Georgia
$1.38M +$1.36M +35,029 +9,122%
Creative Planning
29
Creative Planning
Kansas
$1.34M +$35.9K +921 +3%
CWA
30
Choice Wealth Advisors
Maine
$1.11M +$1.11M +28,512 New
Citigroup
31
Citigroup
New York
$1.11M -$13.6K -349 -1%
WIA
32
Wealthstreet Investment Advisors
Texas
$1.04M +$1.52K +39 +0.1%
GSWM
33
Golden State Wealth Management
California
$940K -$118K -3,020 -11%
HWM
34
Howard Wealth Management
Connecticut
$901K -$377K -9,688 -29%
TRCT
35
Tower Research Capital (TRC)
New York
$872K -$1.5M -38,505 -63%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$872K -$182K -4,683 -17%
MIC
37
Means Investment Company
Maine
$820K +$24.7K +553 +3%
CCA
38
Clearwater Capital Advisors
Illinois
$787K -$5.76K -148 -0.7%
MIAN
39
Mariner Independent Advisor Network
Kansas
$787K +$2.61K +67 +0.3%
OPW
40
Oxler Private Wealth
New York
$746K +$746K +19,183 New
MWP
41
Moller Wealth Partners
$723K – – –
IF
42
Intrua Financial
Texas
$677K -$51.1K -1,313 -7%
DC
43
Davenport & Co
Virginia
$669K -$29.8K -767 -4%
AAS
44
Avantax Advisory Services
Texas
$666K -$2.27M -58,265 -77%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$629K -$51.7K -1,331 -8%
SAM
46
S.A. Mason
Michigan
$577K -$584 -15 -0.1%
TAM
47
Townsend Asset Management
North Carolina
$555K -$898K -23,056 -62%
HIS
48
Harvest Investment Services
Illinois
$535K -$119K -3,073 -18%
PAG
49
Private Advisor Group
New Jersey
$524K +$98.3K +2,524 +23%
FTUS
50
Flow Traders U.S.
New York
$514K +$171K +4,402 +50%
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