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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

126 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
36
Reduced
35
Closed
11
Calls
–
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$447K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.9M
2
UBS Group
2
UBS Group
Switzerland
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.93M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
FA
2
Forefront Analytics
Pennsylvania
$5.76M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SC
4
Savant Capital
Illinois
$23.1M
5
LW
5
Linscomb Wealth
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
S.A. Mason
Michigan
$671K -$88.5K -1,720 -12%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$644K +$644K +12,526 New
CCA
53
Clearwater Capital Advisors
Illinois
$619K -$25.5K -496 -4%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$552K – – –
BFG
55
Berger Financial Group
Minnesota
$535K -$67.2K -1,307 -11%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$47.5K +924 +10%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$530K +$41.1K +799 +8%
AWA
58
Arkadios Wealth Advisors
Georgia
$521K -$226K -4,390 -30%
SFP
59
Sweet Financial Partners
Minnesota
$514K +$514K +10,000 New
AWA
60
Amplius Wealth Advisors
Pennsylvania
$489K +$489K +9,519 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$484K +$108K +2,099 +29%
KFP
62
KMG Fiduciary Partners
Ohio
$445K +$9.61K +187 +2%
Citigroup
63
Citigroup
New York
$443K +$51 +1 +0%
ETIA
64
Epic Trust Investment Advisors
Washington
$432K +$432K +8,413 New
TRCT
65
Tower Research Capital (TRC)
New York
$431K +$431K +8,389 New
NFG
66
Next Financial Group
Texas
$428K +$4.37K +85 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$400K +$206 +4 +0.1%
MFW
68
Meristem Family Wealth
Minnesota
$397K – – –
MAM
69
Meeder Asset Management
Ohio
$385K +$3.49K +68 +0.9%
Wolverine Trading
70
Wolverine Trading
Illinois
$381K +$381K +7,417 New
LAS
71
LWM Advisory Services
Florida
$377K +$377K +7,337 New
KWM
72
Kingsview Wealth Management
Oregon
$355K -$7.2K -140 -2%
LCM
73
LVM Capital Management
Michigan
$322K -$9.77K -190 -3%
CWM
74
Collaborative Wealth Management
Florida
$317K +$317K +6,172 New
CWA
75
Choice Wealth Advisors
Maine
$308K -$7.45K -145 -2%
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3
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