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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
49
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$10.4M
2
HFA
2
Huber Financial Advisors
Illinois
$10.1M
3
SWP
3
Stratos Wealth Partners
Ohio
$5.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.47M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17K
5
LPL Financial
5
LPL Financial
California
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$135K +3,795 +12%
UCFA
52
United Capital Financial Advisors
Texas
$1.13M +$13.1K +365 +1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.07M +$865K +24,108 +421%
FA
54
Forefront Analytics
Pennsylvania
$905K +$160K +4,449 +21%
WIA
55
Wealthstreet Investment Advisors
Texas
$891K +$62.9K +1,755 +8%
MIC
56
Means Investment Company
Maine
$863K +$8.08K +228 +0.9%
CSA
57
Cottage Street Advisors
Massachusetts
$803K -$284K -7,907 -26%
MIAN
58
Mariner Independent Advisor Network
Kansas
$802K +$104K +2,906 +15%
PAG
59
Private Advisor Group
New Jersey
$702K -$34.7K -967 -5%
MWP
60
Moller Wealth Partners
$669K – – –
WPSG
61
Wealth & Pension Services Group
Georgia
$649K +$649K +18,080 New
BTS
62
BB&T Securities
Virginia
$577K -$124K -3,470 -18%
UA
63
Unison Advisors
District of Columbia
$527K +$1.29K +36 +0.2%
CPIG
64
Chicago Partners Investment Group
Illinois
$491K -$12.7K -365 -3%
HIS
65
Harvest Investment Services
Illinois
$465K -$23.6K -658 -5%
FHA
66
Flagship Harbor Advisors
Massachusetts
$447K -$135K -3,771 -23%
CAM
67
Covenant Asset Management
New Jersey
$445K -$11.8K -330 -3%
BHB
68
Bank Hapoalim BM
Israel
$429K -$6.46K -180 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$405K -$97.5K -2,717 -19%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$385K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$358K +$10.1K +281 +3%
PWAP
72
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K – – –
IFWM
73
Institute for Wealth Management
Colorado
$331K +$70K +1,949 +27%
PVH
74
Psagot Value Holdings
Israel
$293K – – –
NFG
75
Next Financial Group
Texas
$282K +$282K +7,849 New
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3
4 5