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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

97 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$5.25M
2
AAS
2
Avantax Advisory Services
Texas
$2.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M
4
FTUS
4
Flow Traders U.S.
New York
$263K
5
Citigroup
5
Citigroup
New York
$860K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$809K
5
SC
5
Savant Capital
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$321K – – –
FHA
52
Flagship Harbor Advisors
Massachusetts
$279K -$58K -1,948 -17%
CIC
53
Cutler Investment Counsel
Oregon
$269K -$112K -3,760 -29%
FTUS
54
Flow Traders U.S.
New York
$263K +$263K +8,816 New
NFG
55
Next Financial Group
Texas
$258K -$41.1K -1,376 -14%
SWM
56
SVA Wealth Management
Wisconsin
$239K -$104K -3,503 -30%
KFP
57
KMG Fiduciary Partners
Ohio
$236K +$568 +19 +0.2%
FAAS
58
First Allied Advisory Services
California
$232K +$12.4K +416 +6%
MFW
59
Meristem Family Wealth
Minnesota
$231K – – –
LCM
60
LVM Capital Management
Michigan
$231K – – –
CBN
61
Cadence Bank NA
Texas
$207K -$14.5K -486 -7%
SPIA
62
Steward Partners Investment Advisory
New York
$158K +$1.55K +52 +1%
TFS
63
TrustCore Financial Services
Tennessee
$143K – – –
ADL
64
Asset Dedication LLC
California
$142K – – –
AAP
65
Arax Advisory Partners
Colorado
$118K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$111K -$2.33K -78 -2%
APA
67
American Portfolios Advisors
New York
$78.4K +$48.5K +1,625 +163%
JWA
68
JFS Wealth Advisors
Pennsylvania
$74K – – –
VFA
69
Valeo Financial Advisors
Indiana
$64K – – –
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$63K -$8.76K -293 -12%
IA
71
IFP Advisors
Florida
$61K +$9.85K +323 +19%
GRP
72
Global Retirement Partners
California
$56K -$126K -4,200 -69%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K -$17.8K -598 -24%
MAM
74
Meeder Asset Management
Ohio
$51K +$51K +1,700 New
GFPC
75
Global Financial Private Client
Florida
$45.4K – – –
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3
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