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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.82M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$31.3M
3
SAM
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
UBS Group
Switzerland
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$2.07M -$41.4K -956 -2%
Stifel Financial
27
Stifel Financial
Missouri
$2.03M +$13K +300 +0.6%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.96M +$131K +3,030 +7%
HG
29
Herbst Group
Connecticut
$1.83M +$14.7K +340 +0.8%
AAS
30
Avantax Advisory Services
Texas
$1.81M +$64.9K +1,501 +4%
RJA
31
Raymond James & Associates
Florida
$1.69M +$944K +21,828 +127%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.62M +$12.7K +293 +0.8%
FA
33
Forefront Analytics
Pennsylvania
$1.44M -$22.6K -522 -2%
IA
34
Insight Advisors
Pennsylvania
$1.41M -$37.9K -876 -3%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.38M -$60.5K -1,395 -4%
IWP
36
Invenio Wealth Partners
Florida
$1.25M +$1.25M +28,983 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.04M -$4.29K -99 -0.4%
PFS
38
Prospera Financial Services
Texas
$975K -$49.8K -1,150 -5%
Creative Planning
39
Creative Planning
Kansas
$968K -$15.6K -361 -2%
KAS
40
Kestra Advisory Services
Texas
$902K +$418K +9,659 +86%
BPA
41
Beacon Pointe Advisors
California
$875K – – –
IF
42
Intrua Financial
Texas
$855K -$10.8K -249 -1%
HWM
43
Howard Wealth Management
Connecticut
$850K -$433 -10 -0.1%
TWD
44
True Wealth Design
Ohio
$850K -$41.8K -967 -5%
MWP
45
Moller Wealth Partners
$800K -$1.9K -44 -0.2%
NC
46
NewSquare Capital
Pennsylvania
$773K +$3.89K +90 +0.5%
MIC
47
Means Investment Company
Maine
$772K -$57.4K -1,327 -7%
DC
48
Davenport & Co
Virginia
$759K +$29.3K +678 +4%
OPW
49
Oxler Private Wealth
New York
$740K -$26.4K -610 -3%
Goldman Sachs
50
Goldman Sachs
New York
$650K – – –
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