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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

145 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-14
Holders Change %
-8.81%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
47
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$15.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.51M
3
LPL Financial
3
LPL Financial
California
$23.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.96M
5
BPA
5
Beacon Pointe Advisors
California
$988K

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$381K
2
FWTB
2
First Western Trust Bank
Colorado
$0
3
WIA
3
World Investment Advisors
California
$204K
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$2.37M +$185K +3,792 +8%
NC
27
NewSquare Capital
Pennsylvania
$2.13M +$43.7K +894 +2%
Stifel Financial
28
Stifel Financial
Missouri
$2.12M -$8.84K -181 -0.4%
SAM
29
Smithbridge Asset Management
Pennsylvania
$2.11M +$2.11M +43,272 New
IA
30
Insight Advisors
Pennsylvania
$1.87M +$81.1K +1,661 +5%
P
31
&Partners
Tennessee
$1.69M +$33.3K +681 +2%
AI
32
Atria Investments
North Carolina
$1.64M +$111K +2,276 +7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.63M -$190K -3,895 -10%
DFP
34
Defined Financial Planning
California
$1.61M +$78.3K +1,600 +5%
NPI
35
New Perspectives Inc
Mississippi
$1.51M +$391 +8 +0%
HG
36
Herbst Group
Connecticut
$1.49M +$2.44K +50 +0.2%
CF
37
Claris Financial
Virginia
$1.32M – – –
Creative Planning
38
Creative Planning
Kansas
$1.27M +$55.1K +1,128 +5%
FA
39
Forefront Analytics
Pennsylvania
$1.27M +$16.7K +341 +1%
OC
40
Optima Capital
Oregon
$1.18M +$440 +9 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$992K -$657K -13,451 -40%
BPA
42
Beacon Pointe Advisors
California
$988K +$988K +20,222 New
PFS
43
Prospera Financial Services
Texas
$981K -$26.6K -545 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$944K -$31.1K -637 -3%
HWM
45
Howard Wealth Management
Connecticut
$940K – – –
KAS
46
Kestra Advisory Services
Texas
$922K -$139K -2,854 -13%
MWP
47
Moller Wealth Partners
$901K – – –
TSWM
48
Tyler-Stone Wealth Management
Ohio
$888K +$39K +799 +5%
SAM
49
Smartleaf Asset Management
Massachusetts
$848K -$4.65K -95 -0.5%
LFG
50
Larson Financial Group
Missouri
$803K -$12.6K -257 -2%
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