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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

145 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-14
Holders Change %
-8.81%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
47
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$15.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.51M
3
LPL Financial
3
LPL Financial
California
$23.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.96M
5
BPA
5
Beacon Pointe Advisors
California
$988K

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$381K
2
FWTB
2
First Western Trust Bank
Colorado
$0
3
WIA
3
World Investment Advisors
California
$204K
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$348K +$619 +13 +0.2%
PFBT
77
Parkside Financial Bank & Trust
Missouri
$342K – – –
MWM
78
Modera Wealth Management
New Jersey
$333K – – –
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$309K -$45.9K -940 -13%
RA
80
RFG Advisory
Alabama
$308K -$11.3K -231 -4%
PA
81
PSI Advisors
Florida
$292K -$46.1K -944 -14%
WEG
82
World Equity Group
Illinois
$291K -$262K -5,276 -47%
SAI
83
Savvy Advisors Inc
New York
$288K +$32.9K +674 +13%
BFG
84
Berger Financial Group
Minnesota
$265K -$74.7K -1,530 -22%
WBCM
85
Wilson & Boucher Capital Management
California
$264K – – –
ASN
86
Advisory Services Network
Georgia
$258K +$258K +5,282 New
KWM
87
Kingsview Wealth Management
Oregon
$257K -$3.08K -63 -1%
CM
88
Capital Management
Virginia
$256K +$98 +2 +0%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$256K -$147 -3 -0.1%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$251K +$12.7K +260 +5%
Mariner
91
Mariner
Kansas
$248K -$194K -3,979 -44%
FIM
92
Freedom Investment Management
Connecticut
$247K -$1.27K -26 -0.5%
UPS
93
UHLMANN PRICE SECURITIES
Illinois
$236K +$236K +4,830 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$235K -$2.93K -60 -1%
EF
95
Envision Financial
Wisconsin
$226K -$48.4K -991 -18%
DC
96
Davenport & Co
Virginia
$222K -$4.59K -94 -2%
LCM
97
LVM Capital Management
Michigan
$213K +$5.62K +115 +3%
CCA
98
Clearwater Capital Advisors
Illinois
$210K – – –
IFWM
99
Institute for Wealth Management
Colorado
$210K – – –
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$10.3K +210 +5%
2 3
4
5 6