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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.3M
2
UBS Group
2
UBS Group
Switzerland
$29.1M
3
SW
3
Signify Wealth
Missouri
$8.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$538K
2
3LCM
2
3D/L Capital Management
Connecticut
$15.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
SC
4
Savant Capital
Illinois
$23.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$203K +$203K +4,290 New
KWM
77
Kingsview Wealth Management
Oregon
$202K +$202K +4,212 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$197K +$179K +3,765 +965%
TFS
79
TrustCore Financial Services
Tennessee
$190K – – –
GLLW
80
Graves Light Lenhart Wealth
Virginia
$185K – – –
NC
81
NewSquare Capital
Pennsylvania
$156K +$14K +295 +10%
ADL
82
Asset Dedication LLC
California
$150K -$75.9K -1,599 -34%
CFA
83
Carroll Financial Associates
North Carolina
$126K +$126K +2,678 New
CAL
84
Capital Analysts LLC
Pennsylvania
$125K +$125K +2,632 New
APA
85
American Portfolios Advisors
New York
$124K – – –
IA
86
IFP Advisors
Florida
$120K +$9.94K +209 +9%
JWA
87
JFS Wealth Advisors
Pennsylvania
$117K – – –
GRP
88
Global Retirement Partners
California
$105K +$13.4K +283 +15%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$93K – – –
William Blair & Company
90
William Blair & Company
Illinois
$76K +$23.6K +500 +45%
GFPC
91
Global Financial Private Client
Florida
$71.9K – – –
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K -$2.36K -50 -3%
GI
93
Gradient Investments
Minnesota
$64K +$60.5K +1,286 +1,715%
KPCM
94
Kings Point Capital Management
New York
$45K – – –
S
95
SignatureFD
Georgia
$32K – – –
BAM
96
Barrett Asset Management
New York
$32K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$31K +$17.7K +370 +133%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$24K – – –
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$24K – – –
AP
100
Advisors Preferred
Maryland
$21K -$363K -7,548 -95%
2 3
4
5 6