EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

126 hedge funds and large institutions have $386M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
42
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.7M
2
GI
2
Gradient Investments
Minnesota
$12.4M
3
SWP
3
Stratos Wealth Partners
Ohio
$8.72M
4
Bank of America
4
Bank of America
North Carolina
$26.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$38.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
PA
5
PSI Advisors
Florida
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
26
Culbertson A N & Co
Virginia
$2.81M -$12.8K -300 -0.5%
GRP
27
Global Retirement Partners
California
$2.49M +$986K +23,150 +66%
IA
28
IFP Advisors
Florida
$2.42M -$8.79K -227 -0.4%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$2.02M +$162K +3,792 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.99M +$66.1K +1,553 +3%
Stifel Financial
31
Stifel Financial
Missouri
$1.93M +$79.4K +1,865 +4%
FA
32
Forefront Analytics
Pennsylvania
$1.88M -$515K -12,098 -22%
HG
33
Herbst Group
Connecticut
$1.84M -$8.52K -200 -0.5%
OPW
34
Oxler Private Wealth
New York
$1.81M -$10.4K -244 -0.6%
AAS
35
Avantax Advisory Services
Texas
$1.67M +$231K +5,434 +16%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.47M -$65.6K -1,538 -4%
NPI
37
New Perspectives Inc
Mississippi
$1.41M +$1.41M +33,101 New
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$1.18M -$213K -5,000 -15%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.13M +$86.8K +2,038 +8%
PAG
40
Private Advisor Group
New Jersey
$1.06M +$114K +5,233 +12%
PFS
41
Prospera Financial Services
Texas
$988K +$23.3K +548 +2%
Creative Planning
42
Creative Planning
Kansas
$968K +$43 +1 +0%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$948K +$948K +22,248 New
IF
44
Intrua Financial
Texas
$915K -$27.4K -609 -3%
TWD
45
True Wealth Design
Ohio
$892K +$892K +20,937 New
HWM
46
Howard Wealth Management
Connecticut
$874K – – –
BPA
47
Beacon Pointe Advisors
California
$861K +$861K +20,222 New
MIC
48
Means Investment Company
Maine
$832K +$6.09K +143 +0.7%
EP
49
Essential Planning
New Hampshire
$808K +$233 +6 +0%
MWP
50
Moller Wealth Partners
$789K – – –
1
2
3 4 5