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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

142 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$9.63M
2
Jane Street
2
Jane Street
New York
$2.26M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.2M
4
P
4
&Partners
Tennessee
$1.41M
5
LFG
5
Larson Financial Group
Missouri
$790K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$32.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.4M
4
GS
4
GTS Securities
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$2.21M +$203K +4,306 +10%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.1M +$619K +13,139 +42%
RJA
28
Raymond James & Associates
Florida
$2.09M +$44K +934 +2%
Stifel Financial
29
Stifel Financial
Missouri
$1.95M +$102K +2,169 +6%
IA
30
Insight Advisors
Pennsylvania
$1.78M +$309K +6,563 +21%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.72M -$171K -3,619 -9%
Citadel Advisors
32
Citadel Advisors
Florida
$1.65M -$743K -15,766 -31%
HG
33
Herbst Group
Connecticut
$1.57M -$45.2K -960 -3%
NPI
34
New Perspectives Inc
Mississippi
$1.51M -$13.4K -284 -0.9%
FA
35
Forefront Analytics
Pennsylvania
$1.43M +$174K +3,694 +14%
P
36
&Partners
Tennessee
$1.41M +$927K +19,670 +191%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.31M +$357K +7,567 +37%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.19M -$124K -2,624 -9%
Creative Planning
39
Creative Planning
Kansas
$1.18M – – –
SAM
40
Smartleaf Asset Management
Massachusetts
$1.01M +$52.1K +1,119 +5%
PFS
41
Prospera Financial Services
Texas
$982K +$2.83K +60 +0.3%
KAS
42
Kestra Advisory Services
Texas
$981K -$17.8K -378 -2%
NC
43
NewSquare Capital
Pennsylvania
$975K +$28K +595 +3%
HWM
44
Howard Wealth Management
Connecticut
$926K – – –
TWD
45
True Wealth Design
Ohio
$897K -$14.7K -312 -2%
IF
46
Intrua Financial
Texas
$895K -$27.4K -582 -3%
AI
47
Atria Investments
North Carolina
$882K -$1.05M -22,338 -54%
MWP
48
Moller Wealth Partners
$871K – – –
WSCM
49
Wellington Shields Capital Management
New York
$856K – – –
LFG
50
Larson Financial Group
Missouri
$790K +$790K +16,772 New
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