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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

114 hedge funds and large institutions have $300M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
31
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$3.43M
2
UBS Group
2
UBS Group
Switzerland
$32.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
FHC
4
First Heartland Consultants
Missouri
$1.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
SW
2
Signify Wealth
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AW
4
ACG Wealth
Georgia
$1.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Berger Financial Group
Minnesota
$578K +$17.4K +353 +3%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$530K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$466K +$163K +3,306 +54%
FHA
54
Flagship Harbor Advisors
Massachusetts
$449K -$14.1K -285 -3%
NFG
55
Next Financial Group
Texas
$419K +$9.09K +184 +2%
MAM
56
Meeder Asset Management
Ohio
$405K +$33.3K +673 +9%
KFP
57
KMG Fiduciary Partners
Ohio
$403K +$2.67K +54 +0.7%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$388K -$30K -609 -7%
CCFM
59
Clear Creek Financial Management
Washington
$383K +$383K +7,750 New
MFW
60
Meristem Family Wealth
Minnesota
$382K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$359K +$95.6K +1,936 +36%
KWM
62
Kingsview Wealth Management
Oregon
$348K +$138K +2,764 +66%
LCM
63
LVM Capital Management
Michigan
$344K -$5.92K -120 -2%
TRCT
64
Tower Research Capital (TRC)
New York
$340K +$340K +6,880 New
CWA
65
Choice Wealth Advisors
Maine
$329K -$12.6K -256 -4%
FTUS
66
Flow Traders U.S.
New York
$289K +$289K +5,857 New
HH
67
Hilltop Holdings
Texas
$279K – – –
EFS
68
Essex Financial Services
Connecticut
$279K +$279K +5,640 New
HI
69
Harbour Investments
Wisconsin
$266K +$99 +2 +0%
SPIA
70
Steward Partners Investment Advisory
New York
$265K -$222K -4,497 -46%
CBN
71
Cadence Bank NA
Texas
$263K -$17.9K -362 -6%
CF
72
Centaurus Financial
California
$246K -$273K -5,541 -53%
LFAS
73
Level Four Advisory Services
Texas
$246K +$246K +4,979 New
GSEP
74
Golden State Equity Partners
California
$228K +$228K +4,621 New
CFA
75
Carroll Financial Associates
North Carolina
$218K +$86.2K +1,750 +65%
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