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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $295M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.56M
2
UBS Group
2
UBS Group
Switzerland
$34.1M
3
RJA
3
Raymond James & Associates
Florida
$2.44M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.8M
5
Creative Planning
5
Creative Planning
Kansas
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
LW
3
Linscomb Wealth
Texas
$18.7M
4
Citigroup
4
Citigroup
New York
$417K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Berger Financial Group
Minnesota
$566K – – –
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$519K – – –
FTUS
53
Flow Traders U.S.
New York
$462K +$179K +3,709 +63%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$460K +$79.8K +1,650 +21%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$456K +$48 +1 +0%
FHA
56
Flagship Harbor Advisors
Massachusetts
$449K – – –
Citigroup
57
Citigroup
New York
$417K -$1.3M -26,824 -76%
KFP
58
KMG Fiduciary Partners
Ohio
$409K +$15.5K +320 +4%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$408K +$408K +8,451 New
NFG
60
Next Financial Group
Texas
$398K -$12K -249 -3%
SPIA
61
Steward Partners Investment Advisory
New York
$375K +$116K +2,401 +45%
MFW
62
Meristem Family Wealth
Minnesota
$373K – – –
CCFM
63
Clear Creek Financial Management
Washington
$371K -$3.72K -77 -1%
MAM
64
Meeder Asset Management
Ohio
$359K -$37.2K -769 -9%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$354K +$2.13K +44 +0.6%
KWM
66
Kingsview Wealth Management
Oregon
$340K +$3.28K +68 +1%
LCM
67
LVM Capital Management
Michigan
$312K -$25.4K -525 -8%
CWA
68
Choice Wealth Advisors
Maine
$297K -$25.2K -521 -8%
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
$275K -$455K -9,430 -62%
EFS
70
Essex Financial Services
Connecticut
$273K – – –
HI
71
Harbour Investments
Wisconsin
$260K +$193 +4 +0.1%
CBN
72
Cadence Bank NA
Texas
$240K -$17.4K -359 -7%
GSEP
73
Golden State Equity Partners
California
$220K -$3.73K -77 -2%
CFA
74
Carroll Financial Associates
North Carolina
$216K +$2.32K +48 +1%
FFG
75
Frisch Financial Group
New York
$211K +$676 +14 +0.3%
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3
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