EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

75 hedge funds and large institutions have $237M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
31
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$2.79M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.3M
3
SEI Investments
3
SEI Investments
Pennsylvania
$595K
4
CPIG
4
Chicago Partners Investment Group
Illinois
$725K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
CIC
2
Cutler Investment Counsel
Oregon
$4.5M
3
Jane Street
3
Jane Street
New York
$231K
4
UBS Group
4
UBS Group
Switzerland
$24.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$231K -$1.97M -60,130 -90%
ADL
52
Asset Dedication LLC
California
$156K – – –
IA
53
IFP Advisors
Florida
$149K -$800K -24,302 -84%
JWA
54
JFS Wealth Advisors
Pennsylvania
$89K +$59.3K +1,800 +200%
SBL
55
Sargent Bickham Lagudis
Colorado
$65K -$10.2K -312 -14%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$47K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$47K – – –
Creative Planning
58
Creative Planning
Kansas
$36K – – –
KPCM
59
Kings Point Capital Management
New York
$32K – – –
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$30K +$30K +900 New
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$25K +$66 +2 +0.3%
BAM
62
Barrett Asset Management
New York
$22K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K +$21K +638 New
SF
64
Synovus Financial
Georgia
$20K +$20K +600 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$18K +$67 +2 +0.4%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$10K – – –
GI
67
Gradient Investments
Minnesota
$9K -$2.6K -78 -22%
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$7.39K – – –
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$33 +1 +0.5%
DADC
70
D.A. Davidson & Co
Montana
$4K – – –
AIP
71
Ameritas Investment Partners
Nebraska
$3K – – –
GWM
72
Geneos Wealth Management
Colorado
$2K – – –
BlackRock
73
BlackRock
New York
$1K – – –
FHC
74
First Heartland Consultants
Missouri
– -$1.04M -32,423 Closed
AIA
75
Allegis Investment Advisors
Idaho
– -$966K -29,997 Closed
1 2
3
4