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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

126 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
36
Reduced
35
Closed
11
Calls
–
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$447K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.9M
2
UBS Group
2
UBS Group
Switzerland
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.93M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
FA
2
Forefront Analytics
Pennsylvania
$5.76M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SC
4
Savant Capital
Illinois
$23.1M
5
LW
5
Linscomb Wealth
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
76
Essex Financial Services
Connecticut
$290K – – –
NC
77
NewSquare Capital
Pennsylvania
$285K +$84.5K +1,645 +42%
WBCM
78
Wilson & Boucher Capital Management
California
$278K +$278K +5,400 New
TVAMP
79
Tennessee Valley Asset Management Partners
Tennessee
$272K -$20.2K -394 -7%
CFA
80
Carroll Financial Associates
North Carolina
$271K +$40.7K +790 +18%
GSWM
81
Golden State Wealth Management
California
$255K +$255K +4,954 New
CM
82
Capital Management
Virginia
$252K +$252K +4,910 New
CBN
83
Cadence Bank NA
Texas
$248K -$6.26K -122 -2%
CCFM
84
Clear Creek Financial Management
Washington
$245K -$149K -2,902 -38%
FFG
85
Frisch Financial Group
New York
$227K +$2.21K +43 +1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$225K +$31.4K +610 +16%
IFWM
87
Institute for Wealth Management
Colorado
$221K – – –
ESB
88
Essex Savings Bank
Connecticut
$216K – – –
KA
89
Klingman & Associates
New York
$208K +$208K +4,050 New
TFS
90
TrustCore Financial Services
Tennessee
$206K – – –
BG
91
Benedetti & Gucer
Georgia
$202K +$202K +3,944 New
GLLW
92
Graves Light Lenhart Wealth
Virginia
$200K – – –
ADL
93
Asset Dedication LLC
California
$163K – – –
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$147K – – –
APA
95
American Portfolios Advisors
New York
$142K +$7.4K +144 +5%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$139K +$106K +2,060 +317%
JWA
97
JFS Wealth Advisors
Pennsylvania
$127K – – –
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$107K – – –
IA
99
IFP Advisors
Florida
$100K -$31.8K -612 -24%
SCA
100
Snowden Capital Advisors
New York
$89K +$89K +1,732 New
2 3
4
5 6