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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

107 hedge funds and large institutions have $202M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
28
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$18.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.62M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.58M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.64M
5
GSWM
5
Golden State Wealth Management
California
$1.39M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$327K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
LW
4
Linscomb Wealth
Texas
$14.3M
5
PWS
5
Private Wealth Strategies
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$444K -$36.3K -1,279 -8%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$424K -$547K -19,276 -56%
SAM
53
S.A. Mason
Michigan
$421K -$568 -20 -0.1%
CIC
54
Cutler Investment Counsel
Oregon
$362K -$2.84M -100,193 -89%
CF
55
Centaurus Financial
California
$354K +$132K +4,665 +60%
SWM
56
SVA Wealth Management
Wisconsin
$327K -$34.7M -1,223,693 -99%
FHA
57
Flagship Harbor Advisors
Massachusetts
$321K – – –
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$305K – – –
AFA
59
Atlanta Financial Associates
Georgia
$295K – – –
NFG
60
Next Financial Group
Texas
$284K +$1.05K +37 +0.4%
KLI
61
Kelman-Lazarov Inc
Tennessee
$246K -$246K -8,677 -50%
KFP
62
KMG Fiduciary Partners
Ohio
$223K +$223K +7,870 New
LCM
63
LVM Capital Management
Michigan
$220K +$220K +7,745 New
MFW
64
Meristem Family Wealth
Minnesota
$219K +$219K +7,728 New
CBN
65
Cadence Bank NA
Texas
$210K +$210K +7,414 New
FAAS
66
First Allied Advisory Services
California
$209K +$209K +7,348 New
MML Investors Services
67
MML Investors Services
Massachusetts
$209K +$209K +7,377 New
CSA
68
Cottage Street Advisors
Massachusetts
$204K -$396K -13,982 -66%
GRP
69
Global Retirement Partners
California
$172K -$750K -26,480 -81%
SPIA
70
Steward Partners Investment Advisory
New York
$149K -$55.4K -1,950 -27%
TFS
71
TrustCore Financial Services
Tennessee
$136K – – –
ADL
72
Asset Dedication LLC
California
$135K – – –
AAP
73
Arax Advisory Partners
Colorado
$112K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$108K -$46.3K -1,631 -30%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$82K +$25K +883 +44%
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