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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
49
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$10.4M
2
HFA
2
Huber Financial Advisors
Illinois
$10.1M
3
SWP
3
Stratos Wealth Partners
Ohio
$5.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.59M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.47M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$17K
5
LPL Financial
5
LPL Financial
California
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
LVM Capital Management
Michigan
$281K +$10.2K +285 +4%
MFW
77
Meristem Family Wealth
Minnesota
$277K – – –
CBN
78
Cadence Bank NA
Texas
$251K +$41.2K +1,149 +20%
SWM
79
Sequoia Wealth Management
Illinois
$241K -$33.8K -972 -12%
TFS
80
TrustCore Financial Services
Tennessee
$194K +$194K +5,400 New
ADL
81
Asset Dedication LLC
California
$173K – – –
PWP
82
Personal Wealth Partners
Minnesota
$161K +$161K +4,500 New
AAP
83
Arax Advisory Partners
Colorado
$156K +$156K +4,341 New
ESB
84
Essex Savings Bank
Connecticut
$151K – – –
VFA
85
Valeo Financial Advisors
Indiana
$146K +$538 +15 +0.4%
CAC
86
Certified Advisory Corp
Florida
$108K – – –
AF
87
Advisornet Financial
Minnesota
$98K +$35.1K +975 +56%
JWA
88
JFS Wealth Advisors
Pennsylvania
$89K – – –
KPCM
89
Kings Point Capital Management
New York
$74K – – –
SBL
90
Sargent Bickham Lagudis
Colorado
$71K – – –
AOWM
91
Alpha Omega Wealth Management
Virginia
$65K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$60K +$60K +1,675 New
William Blair & Company
93
William Blair & Company
Illinois
$58K -$147K -4,080 -72%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$53K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$45K +$17.7K +494 +65%
BAMG
96
Brand Asset Management Group
Missouri
$42K +$42K +1,161 New
APA
97
American Portfolios Advisors
New York
$35.9K – – –
TC
98
Truvestments Capital
Florida
$32K -$5.55K -153 -15%
PCA
99
Providence Capital Advisors
North Carolina
$32K – – –
S
100
SignatureFD
Georgia
$28K +$28K +785 New
2 3
4
5 6