EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.82M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$31.3M
3
SAM
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
UBS Group
Switzerland
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$631K -$20.6K -477 -3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$623K +$623K +14,406 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$608K -$182K -4,211 -23%
FTUS
54
Flow Traders U.S.
New York
$538K +$538K +12,444 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$535K -$3.98K -92 -0.7%
SPIA
56
Steward Partners Investment Advisory
New York
$533K +$61.9K +1,430 +13%
NRG
57
Nemes Rush Group
Michigan
$485K +$312K +7,213 +181%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$482K -$6.92K -160 -1%
TSWM
59
Tyler-Stone Wealth Management
Ohio
$478K -$61.9K -1,431 -11%
EP
60
Essential Planning
New Hampshire
$477K -$34.7K -802 -7%
SFP
61
Sweet Financial Partners
Minnesota
$476K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$465K – – –
SAM
63
S.A. Mason
Michigan
$462K -$2.6K -60 -0.6%
William Blair & Company
64
William Blair & Company
Illinois
$439K – – –
CA
65
Claro Advisors
Massachusetts
$439K +$1.51K +35 +0.3%
P
66
&Partners
Tennessee
$415K – – –
KFP
67
KMG Fiduciary Partners
Ohio
$386K +$1.26K +29 +0.3%
AWS
68
Atria Wealth Solutions
New York
$353K +$1.26K +29 +0.4%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$3.81K -88 -1%
Betterment LLC
70
Betterment LLC
New York
$339K +$8.05K +186 +2%
CAM
71
Cresset Asset Management
Illinois
$334K – – –
BFG
72
Berger Financial Group
Minnesota
$331K – – –
PA
73
PSI Advisors
Florida
$329K -$14.7K -340 -4%
RA
74
RFG Advisory
Alabama
$322K -$87.3K -2,017 -21%
TFG
75
Team Financial Group
California
$310K +$310K +7,165 New
1 2
3
4 5