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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.3M
2
UBS Group
2
UBS Group
Switzerland
$29.1M
3
SW
3
Signify Wealth
Missouri
$8.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$538K
2
3LCM
2
3D/L Capital Management
Connecticut
$15.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
SC
4
Savant Capital
Illinois
$23.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.03M +$1.78M +37,580 +727%
Stifel Financial
27
Stifel Financial
Missouri
$1.99M +$1.99M +41,891 New
AWA
28
Arkadios Wealth Advisors
Georgia
$1.9M +$218K +4,600 +13%
Citigroup
29
Citigroup
New York
$1.79M +$441K +9,303 +33%
Creative Planning
30
Creative Planning
Kansas
$1.7M +$66.3K +1,400 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.69M +$1.69M +35,521 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$1.47M -$847K -17,871 -36%
EE
33
EWG Elevate
California
$1.42M +$1.42M +29,858 New
WIA
34
Wealthstreet Investment Advisors
Texas
$1.29M +$22.8K +482 +2%
OPW
35
Oxler Private Wealth
New York
$1.17M +$260K +5,500 +29%
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$1.1M -$1.4M -29,522 -56%
IF
37
Intrua Financial
Texas
$1.1M +$261K +5,387 +31%
HWM
38
Howard Wealth Management
Connecticut
$1.04M -$55.4K -1,170 -5%
MIAN
39
Mariner Independent Advisor Network
Kansas
$923K -$34.3K -725 -4%
MIC
40
Means Investment Company
Maine
$919K +$50K +1,055 +6%
MWP
41
Moller Wealth Partners
$880K – – –
DC
42
Davenport & Co
Virginia
$781K -$33.7K -711 -4%
AAS
43
Avantax Advisory Services
Texas
$775K -$32.7K -691 -4%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$745K -$21.4K -451 -3%
Goldman Sachs
45
Goldman Sachs
New York
$712K +$712K +15,029 New
SAM
46
S.A. Mason
Michigan
$700K -$2.84K -60 -0.4%
CCA
47
Clearwater Capital Advisors
Illinois
$685K -$273K -5,765 -29%
HIS
48
Harvest Investment Services
Illinois
$626K -$25.8K -545 -4%
SWP
49
Stratos Wealth Partners
Ohio
$619K +$46.6K +983 +8%
PAG
50
Private Advisor Group
New Jersey
$617K -$20.8K -439 -3%
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