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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

117 hedge funds and large institutions have $291M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
33
Reduced
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.76M
5
CA
5
Cetera Advisors
Colorado
$6.68M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$3K
2
LPL Financial
2
LPL Financial
California
$4.38M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235K
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$2.05M +$541K +13,161 +36%
Citadel Advisors
27
Citadel Advisors
Florida
$1.99M +$1.99M +48,287 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.82M -$197K -4,781 -10%
HG
29
Herbst Group
Connecticut
$1.81M -$18.8K -450 -1%
OPW
30
Oxler Private Wealth
New York
$1.78M +$580K +14,113 +48%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$1.76M +$1.76M +42,860 New
Stifel Financial
32
Stifel Financial
Missouri
$1.65M +$3.74K +91 +0.2%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.5M -$11.2K -272 -0.7%
GRP
34
Global Retirement Partners
California
$1.21M +$658 +16 +0.1%
AAS
35
Avantax Advisory Services
Texas
$1.05M +$263K +6,389 +33%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.04M -$19.1K -465 -2%
KAS
37
Kestra Advisory Services
Texas
$1.01M -$29.8K -725 -3%
Creative Planning
38
Creative Planning
Kansas
$934K -$437K -10,639 -32%
AW
39
ACG Wealth
Georgia
$918K -$21.7K -527 -2%
HWM
40
Howard Wealth Management
Connecticut
$893K – – –
IF
41
Intrua Financial
Texas
$889K +$1.73K +42 +0.2%
PAG
42
Private Advisor Group
New Jersey
$869K +$51.1K +1,243 +6%
BPA
43
Beacon Pointe Advisors
California
$836K – – –
MIC
44
Means Investment Company
Maine
$796K +$1.15K +28 +0.1%
DC
45
Davenport & Co
Virginia
$779K +$141K +3,424 +22%
MWP
46
Moller Wealth Partners
$763K – – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$752K +$193K +4,695 +35%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$739K +$739K +17,969 New
William Blair & Company
49
William Blair & Company
Illinois
$723K -$389K -9,453 -35%
PFS
50
Prospera Financial Services
Texas
$682K +$159K +3,859 +30%
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