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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
33
Reduced
58
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$29.4M
2
WA
2
Waverly Advisors
Alabama
$4.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M
4
LPL Financial
4
LPL Financial
California
$21.4M
5
GRP
5
Global Retirement Partners
California
$14.7M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$45.8M
3
SC
3
Savant Capital
Illinois
$14M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$408K -$19.3K -357 -5%
PVI
77
Pine Valley Investments
New Jersey
$398K +$40.7K +755 +11%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$392K – – –
CPIG
79
Chicago Partners Investment Group
Illinois
$391K +$1.02K +19 +0.3%
US Bancorp
80
US Bancorp
Minnesota
$378K – – –
PFBT
81
Parkside Financial Bank & Trust
Missouri
$377K +$377K +6,993 New
BFG
82
Berger Financial Group
Minnesota
$376K – – –
PA
83
PSI Advisors
Florida
$373K -$23.5K -436 -6%
MWM
84
Modera Wealth Management
New Jersey
$368K – – –
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$362K +$15.8K +292 +5%
RA
86
RFG Advisory
Alabama
$353K -$59.2K -1,097 -14%
FA
87
FSA Advisors
Michigan
$349K -$54.2K -1,004 -13%
EF
88
Envision Financial
Wisconsin
$303K +$303K +5,623 New
WBCM
89
Wilson & Boucher Capital Management
California
$291K – – –
KWM
90
Kingsview Wealth Management
Oregon
$288K -$1.08K -20 -0.4%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$283K +$43.9K +813 +18%
CM
92
Capital Management
Virginia
$283K +$54 +1 +0%
SAI
93
Savvy Advisors Inc
New York
$282K – – –
FIM
94
Freedom Investment Management
Connecticut
$274K +$1.08K +20 +0.4%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$263K -$4.54K -84 -2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$263K – – –
IF
97
Intrua Financial
Texas
$254K -$65.6K -1,217 -21%
DC
98
Davenport & Co
Virginia
$250K -$46.7K -865 -16%
EH
99
Equitable Holdings
New York
$235K -$26.9K -498 -10%
CCA
100
Clearwater Capital Advisors
Illinois
$232K -$5.07K -94 -2%
2 3
4
5 6