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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

122 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
37
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$16.1M
2
UBS Group
2
UBS Group
Switzerland
$52.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.5M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.88M
5
EF
5
Empowered Funds
Pennsylvania
$6.37M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
Ameriprise
2
Ameriprise
Minnesota
$5.27M
3
3LCM
3
3D/L Capital Management
Connecticut
$12.1M
4
RJA
4
Raymond James & Associates
Florida
$1.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$3.17M -$77.2K -1,610 -2%
CAN
27
Cetera Advisor Networks
California
$3.14M +$783K +16,325 +33%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.47M -$50.8K -1,007 -2%
IA
29
IFP Advisors
Florida
$2.36M +$2.29M +59,124 +3,076%
HG
30
Herbst Group
Connecticut
$2.11M -$132K -2,745 -6%
Stifel Financial
31
Stifel Financial
Missouri
$1.92M -$503K -10,497 -21%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.76M +$190K +3,959 +12%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$1.75M +$56.1K +1,169 +3%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$1.61M +$1.16M +24,149 +254%
Creative Planning
35
Creative Planning
Kansas
$1.6M -$84.4K -1,759 -5%
BWM
36
BlackDiamond Wealth Management
New York
$1.53M -$401K -8,354 -21%
RJA
37
Raymond James & Associates
Florida
$1.46M -$2.04M -42,515 -58%
OPW
38
Oxler Private Wealth
New York
$1.4M +$26.1K +544 +2%
William Blair & Company
39
William Blair & Company
Illinois
$1.3M +$64.8K +1,350 +5%
GRP
40
Global Retirement Partners
California
$1.26M +$1.26M +29,332 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.24M -$17.6K -368 -1%
KAS
42
Kestra Advisory Services
Texas
$1.21M -$795K -16,576 -40%
AW
43
ACG Wealth
Georgia
$1.1M -$438K -9,141 -29%
HWM
44
Howard Wealth Management
Connecticut
$1.04M +$1.68K +35 +0.2%
IF
45
Intrua Financial
Texas
$1.04M -$28.2K -589 -3%
OC
46
Oppenheimer & Co
New York
$985K +$985K +20,538 New
BPA
47
Beacon Pointe Advisors
California
$975K +$975K +20,329 New
PAG
48
Private Advisor Group
New Jersey
$954K +$75.2K +1,567 +9%
MIC
49
Means Investment Company
Maine
$927K – – –
AAS
50
Avantax Advisory Services
Texas
$921K +$264K +5,504 +40%
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