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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
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
59
Closed
10
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
+$512K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.9M
2
UBS Group
2
UBS Group
Switzerland
$39.3M
3
GRP
3
Global Retirement Partners
California
$13M
4
WIA
4
World Investment Advisors
California
$2.2M
5
BPA
5
Beacon Pointe Advisors
California
$1.07M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$267K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.08M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
SC
5
Savant Capital
Illinois
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.44M +$99.1K +1,879 +4%
AAS
27
Avantax Advisory Services
Texas
$2.43M -$39.6K -750 -2%
Stifel Financial
28
Stifel Financial
Missouri
$2.31M +$128K +2,426 +6%
WIA
29
World Investment Advisors
California
$2.2M +$2.2M +41,698 New
IA
30
Insight Advisors
Pennsylvania
$1.91M -$81K -1,535 -4%
P
31
&Partners
Tennessee
$1.83M +$251K +4,750 +16%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.75M -$174K -3,304 -9%
HG
33
Herbst Group
Connecticut
$1.69M -$70.6K -1,338 -4%
NPI
34
New Perspectives Inc
Mississippi
$1.66M -$33.8K -641 -2%
AI
35
Atria Investments
North Carolina
$1.64M +$649K +12,306 +66%
FA
36
Forefront Analytics
Pennsylvania
$1.37M -$231K -4,372 -14%
Creative Planning
37
Creative Planning
Kansas
$1.32M – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$1.28M -$45.4K -863 -3%
PFS
39
Prospera Financial Services
Texas
$1.09M -$5.07K -96 -0.5%
NC
40
NewSquare Capital
Pennsylvania
$1.08M -$7.65K -145 -0.7%
BPA
41
Beacon Pointe Advisors
California
$1.07M +$1.07M +20,222 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.02M -$453K -8,580 -31%
HWM
43
Howard Wealth Management
Connecticut
$1.02M -$21.1K -400 -2%
MWP
44
Moller Wealth Partners
$973K -$2.59K -49 -0.3%
KAS
45
Kestra Advisory Services
Texas
$955K -$144K -2,728 -13%
SAM
46
Smartleaf Asset Management
Massachusetts
$953K -$185K -3,525 -16%
WSCM
47
Wellington Shields Capital Management
New York
$937K -$21.1K -400 -2%
TSWM
48
Tyler-Stone Wealth Management
Ohio
$903K +$434K +8,228 +92%
LFG
49
Larson Financial Group
Missouri
$883K -$1.32K -25 -0.1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$827K -$15.7K -297 -2%
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