EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
40
Reduced
54
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$19.2M
2
IWP
2
Invenio Wealth Partners
Florida
$5.78M
3
SPIA
3
Steward Partners Investment Advisory
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$26.1M
5
GS
5
GTS Securities
New York
$2.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.12M
3
AWM
3
AE Wealth Management
Kansas
$0
4
UBS Group
4
UBS Group
Switzerland
$41M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Smithbridge Asset Management
Pennsylvania
$2.86M -$13.2K -263 -0.5%
Citadel Advisors
27
Citadel Advisors
Florida
$2.55M +$1.87M +37,327 +277%
RJA
28
Raymond James & Associates
Florida
$2.18M +$60.8K +1,213 +3%
AAS
29
Avantax Advisory Services
Texas
$2.13M +$57K +1,138 +3%
AI
30
Atria Investments
North Carolina
$2.06M +$114K +2,265 +6%
GS
31
GTS Securities
New York
$2.06M +$2.06M +41,012 New
Osaic Holdings
32
Osaic Holdings
Arizona
$2.01M -$86.8K -1,732 -4%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$1.99M +$1.99M +39,760 New
Stifel Financial
34
Stifel Financial
Missouri
$1.96M -$457K -9,125 -19%
HG
35
Herbst Group
Connecticut
$1.72M -$5.01K -100 -0.3%
NPI
36
New Perspectives Inc
Mississippi
$1.62M +$1.62M +32,371 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.57M -$1.45M -28,879 -48%
IA
38
Insight Advisors
Pennsylvania
$1.56M -$34.1K -680 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.4M +$6.28K +125 +0.5%
FA
40
Forefront Analytics
Pennsylvania
$1.34M -$327K -6,522 -20%
Creative Planning
41
Creative Planning
Kansas
$1.25M – – –
KAS
42
Kestra Advisory Services
Texas
$1.06M +$91K +1,816 +9%
PFS
43
Prospera Financial Services
Texas
$1.04M +$35.7K +712 +4%
SAM
44
Smartleaf Asset Management
Massachusetts
$1.02M +$60.5K +1,219 +6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.02M -$510K -10,167 -33%
NC
46
NewSquare Capital
Pennsylvania
$1.01M +$241K +4,805 +31%
HWM
47
Howard Wealth Management
Connecticut
$985K – – –
IF
48
Intrua Financial
Texas
$981K -$11.7K -234 -1%
TWD
49
True Wealth Design
Ohio
$969K -$7.02K -140 -0.7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$963K -$280K -5,581 -23%
1
2
3 4 5