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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$11M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$3.38M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$470K -$85.7K -2,202 -15%
CF
52
Centaurus Financial
California
$443K +$443K +11,390 New
RJA
53
Raymond James & Associates
Florida
$440K -$155K -3,981 -26%
WP
54
WealthSource Partners
California
$422K +$422K +10,847 New
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$418K – – –
SWM
56
SVA Wealth Management
Wisconsin
$400K +$88.3K +2,272 +28%
FHA
57
Flagship Harbor Advisors
Massachusetts
$365K – – –
NFG
58
Next Financial Group
Texas
$340K +$3.85K +99 +1%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$337K -$106K -2,737 -24%
CCFM
60
Clear Creek Financial Management
Washington
$331K +$331K +8,505 New
KFP
61
KMG Fiduciary Partners
Ohio
$310K +$1.14K +29 +0.4%
AP
62
Advisors Preferred
Maryland
$308K +$308K +7,985 New
LCM
63
LVM Capital Management
Michigan
$305K +$3.89K +100 +1%
MFW
64
Meristem Family Wealth
Minnesota
$301K – – –
MAM
65
Meeder Asset Management
Ohio
$273K +$207K +5,309 +312%
HH
66
Hilltop Holdings
Texas
$266K -$159K -4,068 -37%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$266K +$266K +6,833 New
KAS
68
Kestra Advisory Services
Texas
$246K +$246K +6,345 New
CBN
69
Cadence Bank NA
Texas
$230K -$39.8K -1,021 -15%
CIC
70
Cutler Investment Counsel
Oregon
$225K -$125K -3,213 -36%
CPIG
71
Chicago Partners Investment Group
Illinois
$224K +$224K +5,262 New
KLI
72
Kelman-Lazarov Inc
Tennessee
$223K +$223K +5,723 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$210K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$205K -$1.28K -33 -0.6%
PWAP
75
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$202K +$202K +5,196 New
1 2
3
4 5