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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

126 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
36
Reduced
35
Closed
11
Calls
–
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$447K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.9M
2
UBS Group
2
UBS Group
Switzerland
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.93M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
FA
2
Forefront Analytics
Pennsylvania
$5.76M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SC
4
Savant Capital
Illinois
$23.1M
5
LW
5
Linscomb Wealth
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.55M +$56.4K +1,098 +2%
CAN
27
Cetera Advisor Networks
California
$2.52M -$50.1K -974 -2%
HG
28
Herbst Group
Connecticut
$2.4M +$2.4M +46,634 New
KAS
29
Kestra Advisory Services
Texas
$2.15M +$897K +17,449 +72%
BWM
30
BlackDiamond Wealth Management
New York
$2.07M +$2.07M +40,294 New
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.82M +$216K +4,194 +13%
Creative Planning
32
Creative Planning
Kansas
$1.81M -$1.08K -21 -0.1%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.68M -$65.7K -1,280 -4%
AW
34
ACG Wealth
Georgia
$1.64M -$123K -2,403 -7%
OPW
35
Oxler Private Wealth
New York
$1.47M -$1.44K -28 -0.1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.35M +$108K +2,107 +9%
William Blair & Company
37
William Blair & Company
Illinois
$1.32M +$1.24M +24,078 +1,495%
IF
38
Intrua Financial
Texas
$1.14M -$2.52K -49 -0.2%
HWM
39
Howard Wealth Management
Connecticut
$1.11M -$12.6K -245 -1%
MIC
40
Means Investment Company
Maine
$993K -$51 -1 -0%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$981K +$547K +10,638 +126%
MWP
42
Moller Wealth Partners
$954K – – –
PAG
43
Private Advisor Group
New Jersey
$941K +$65.2K +1,269 +7%
MIAN
44
Mariner Independent Advisor Network
Kansas
$834K -$10.3K -199 -1%
DC
45
Davenport & Co
Virginia
$804K -$90.5K -1,759 -10%
Goldman Sachs
46
Goldman Sachs
New York
$772K – – –
SWP
47
Stratos Wealth Partners
Ohio
$751K -$51.3K -998 -6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$716K -$10.7K -208 -1%
FHA
49
Flagship Harbor Advisors
Massachusetts
$706K +$239K +4,645 +51%
AAS
50
Avantax Advisory Services
Texas
$705K -$7.15K -139 -1%
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