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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

117 hedge funds and large institutions have $291M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
33
Reduced
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.76M
5
CA
5
Cetera Advisors
Colorado
$6.68M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$3K
2
LPL Financial
2
LPL Financial
California
$4.38M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235K
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
51
Tyler-Stone Wealth Management
Ohio
$663K +$59.2K +1,439 +10%
MIAN
52
Mariner Independent Advisor Network
Kansas
$641K -$36.2K -860 -5%
RJA
53
Raymond James & Associates
Florida
$630K -$621K -15,097 -50%
Goldman Sachs
54
Goldman Sachs
New York
$618K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$593K +$82 +2 +0%
TRCT
56
Tower Research Capital (TRC)
New York
$571K +$488K +11,886 +591%
FHA
57
Flagship Harbor Advisors
Massachusetts
$563K -$1.56K -38 -0.3%
SAM
58
S.A. Mason
Michigan
$524K – – –
CCA
59
Clearwater Capital Advisors
Illinois
$491K -$4.11K -100 -0.8%
SPIA
60
Steward Partners Investment Advisory
New York
$468K +$144K +3,502 +44%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$442K – – –
BFG
62
Berger Financial Group
Minnesota
$411K -$16.2K -394 -4%
SFP
63
Sweet Financial Partners
Minnesota
$411K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$27.5K -668 -7%
OFS
65
OneAscent Financial Services
Alabama
$392K +$392K +9,530 New
KFP
66
KMG Fiduciary Partners
Ohio
$357K +$821 +20 +0.2%
AWS
67
Atria Wealth Solutions
New York
$338K +$10.1K +246 +3%
NC
68
NewSquare Capital
Pennsylvania
$335K +$10.5K +255 +3%
CAM
69
Cresset Asset Management
Illinois
$318K +$318K +7,728 New
LAS
70
LWM Advisory Services
Florida
$315K +$247 +6 +0.1%
SWP
71
Stratos Wealth Partners
Ohio
$304K -$103K -2,505 -25%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$298K -$27.6K -670 -8%
CA
73
Claro Advisors
Massachusetts
$286K +$286K +6,963 New
Betterment LLC
74
Betterment LLC
New York
$285K +$53K +1,287 +23%
KWM
75
Kingsview Wealth Management
Oregon
$276K -$2.14K -52 -0.8%
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