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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $295M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.56M
2
UBS Group
2
UBS Group
Switzerland
$34.1M
3
RJA
3
Raymond James & Associates
Florida
$2.44M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.8M
5
Creative Planning
5
Creative Planning
Kansas
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
LW
3
Linscomb Wealth
Texas
$18.7M
4
Citigroup
4
Citigroup
New York
$417K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$207K – – –
ESB
77
Essex Savings Bank
Connecticut
$207K – – –
TFS
78
TrustCore Financial Services
Tennessee
$193K – – –
NC
79
NewSquare Capital
Pennsylvania
$189K +$15.7K +325 +9%
GLLW
80
Graves Light Lenhart Wealth
Virginia
$188K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$182K – – –
ADL
82
Asset Dedication LLC
California
$153K – – –
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$138K +$43.1K +894 +45%
APA
84
American Portfolios Advisors
New York
$127K – – –
IA
85
IFP Advisors
Florida
$124K +$2.01K +41 +2%
JWA
86
JFS Wealth Advisors
Pennsylvania
$120K – – –
GRP
87
Global Retirement Partners
California
$113K -$9.71K -200 -8%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$100K +$100K +2,079 New
William Blair & Company
89
William Blair & Company
Illinois
$78K – – –
KIG
90
Kowal Investment Group
Wisconsin
$74K +$74K +1,538 New
GFPC
91
Global Financial Private Client
Florida
$73.7K – – –
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K – – –
BU
93
BBVA USA
Alabama
$50K – – –
KPCM
94
Kings Point Capital Management
New York
$46K – – –
BAM
95
Barrett Asset Management
New York
$33K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$31K – – –
EWM
97
EPG Wealth Management
Georgia
$30K +$30K +613 New
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$25K -$3.64K -75 -13%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$24K – – –
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$16K -$434 -9 -3%
1 2 3
4
5