EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

70 hedge funds and large institutions have $180M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
19
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.94M
4
GI
4
Gradient Investments
Minnesota
$20.9M
5
Bank of America
5
Bank of America
North Carolina
$9.52M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$17.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$492K
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Next Financial Group
Texas
$96K 1,158 -1,338 -54%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$58K 702 +26 +4%
WRM
53
Westport Resources Management
Connecticut
$53K 640 – –
TRCT
54
Tower Research Capital (TRC)
New York
$41K 490 +490 New
VNA
55
Valley National Advisers
Pennsylvania
$30K 367 +367 New
KPCM
56
Kings Point Capital Management
New York
$26K 320 – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$25K 300 – –
RMAM
58
Raab & Moskowitz Asset Management
New Jersey
$24K 294 +294 New
KTC
59
Kistler-Tiffany Companies
Pennsylvania
$20K 247 +120 +94%
BAM
60
Barrett Asset Management
New York
$19K 225 – –
CFA
61
Carroll Financial Associates
North Carolina
$19K 236 – –
Deutsche Bank
62
Deutsche Bank
Germany
$11K 141 – –
Barclays
63
Barclays
United Kingdom
$11K 136 – –
CG
64
Colony Group
Massachusetts
$9K 110 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$8K 93 +93 New
NPC
66
National Planning Corporation
California
$7.69K 97 +97 New
FANJ
67
Financial Architects (New Jersey)
New Jersey
$7K 90 – –
DADC
68
D.A. Davidson & Co
Montana
$4K 50 +50 New
BRWA
69
B. Riley Wealth Advisors
Florida
$33 400 +400 New
SG Americas Securities
70
SG Americas Securities
New York
– – -27,995 Closed
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
– – -14,550 Closed
FA
72
FDx Advisors
Illinois
– – -3,928 Closed
Parallax Volatility Advisers
73
Parallax Volatility Advisers
California
$0 1 +1 New
1 2
3