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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

114 hedge funds and large institutions have $300M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
31
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$3.43M
2
UBS Group
2
UBS Group
Switzerland
$32.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
FHC
4
First Heartland Consultants
Missouri
$1.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
SW
2
Signify Wealth
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AW
4
ACG Wealth
Georgia
$1.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
26
ACG Wealth
Georgia
$1.7M -$4.62M -93,450 -73%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$1.55M +$14.9K +301 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.23M -$1.25M -25,395 -50%
Citadel Advisors
29
Citadel Advisors
Florida
$1.2M +$1.2M +24,292 New
OPW
30
Oxler Private Wealth
New York
$1.19M -$24.9K -504 -2%
FHC
31
First Heartland Consultants
Missouri
$1.19M +$1.19M +24,139 New
Creative Planning
32
Creative Planning
Kansas
$1.14M -$632K -12,803 -36%
IF
33
Intrua Financial
Texas
$1.11M -$27.5K -553 -2%
HWM
34
Howard Wealth Management
Connecticut
$1.08M -$2.47K -50 -0.2%
MIC
35
Means Investment Company
Maine
$953K -$4.44K -90 -0.5%
KAS
36
Kestra Advisory Services
Texas
$949K +$596K +12,062 +169%
MWP
37
Moller Wealth Partners
$918K – – –
MIAN
38
Mariner Independent Advisor Network
Kansas
$892K -$71K -1,436 -7%
SWP
39
Stratos Wealth Partners
Ohio
$763K +$118K +2,389 +18%
Legacy Financial Group (Iowa)
40
Legacy Financial Group (Iowa)
Iowa
$756K -$393K -7,960 -34%
AWA
41
Arkadios Wealth Advisors
Georgia
$753K -$1.22M -24,755 -62%
Goldman Sachs
42
Goldman Sachs
New York
$742K – – –
DC
43
Davenport & Co
Virginia
$729K -$85.7K -1,734 -11%
SAM
44
S.A. Mason
Michigan
$729K – – –
CCA
45
Clearwater Capital Advisors
Illinois
$707K -$6.67K -135 -0.9%
PAG
46
Private Advisor Group
New Jersey
$704K +$61.7K +1,251 +10%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$699K -$77K -1,562 -10%
AAS
48
Avantax Advisory Services
Texas
$682K -$126K -2,557 -16%
HIS
49
Harvest Investment Services
Illinois
$643K -$9.48K -192 -1%
RJA
50
Raymond James & Associates
Florida
$630K +$76K +1,538 +14%
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