EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.3M
2
UBS Group
2
UBS Group
Switzerland
$29.1M
3
SW
3
Signify Wealth
Missouri
$8.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$538K
2
3LCM
2
3D/L Capital Management
Connecticut
$15.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
SC
4
Savant Capital
Illinois
$23.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Berger Financial Group
Minnesota
$538K -$3.1M -65,355 -85%
RJA
52
Raymond James & Associates
Florida
$531K -$4.74K -100 -0.9%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$509K – – –
CF
54
Centaurus Financial
California
$499K -$40.7K -858 -8%
SPIA
55
Steward Partners Investment Advisory
New York
$467K +$218K +4,598 +87%
FHA
56
Flagship Harbor Advisors
Massachusetts
$444K – – –
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$402K +$77.8K +1,641 +24%
NFG
58
Next Financial Group
Texas
$393K -$21.3K -449 -5%
KFP
59
KMG Fiduciary Partners
Ohio
$384K +$8.49K +179 +2%
MFW
60
Meristem Family Wealth
Minnesota
$366K – – –
MAM
61
Meeder Asset Management
Ohio
$356K +$24.3K +514 +7%
KAS
62
Kestra Advisory Services
Texas
$339K +$38K +800 +13%
LCM
63
LVM Capital Management
Michigan
$336K -$35.5K -750 -10%
CWA
64
Choice Wealth Advisors
Maine
$328K -$1.02M -21,593 -76%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$291K -$121K -2,543 -29%
CBN
66
Cadence Bank NA
Texas
$269K -$11K -233 -4%
HH
67
Hilltop Holdings
Texas
$267K -$55.9K -1,182 -17%
EWM
68
Evercore Wealth Management
New York
$260K +$260K +5,497 New
KLI
69
Kelman-Lazarov Inc
Tennessee
$256K -$14.7K -311 -5%
HI
70
Harbour Investments
Wisconsin
$255K +$255K +5,377 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$253K +$33.6K +708 +15%
CWM
72
Collaborative Wealth Management
Florida
$249K +$249K +5,189 New
IA
73
Insight Advisors
Pennsylvania
$222K +$222K +4,610 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$208K -$210K – –
FFG
75
Frisch Financial Group
New York
$206K +$206K +4,345 New
1 2
3
4 5