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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

122 hedge funds and large institutions have $422M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
50
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$3.96M
3
HFA
3
Huber Financial Advisors
Illinois
$12.9M
4
Jane Street
4
Jane Street
New York
$3.55M
5
AWM
5
AE Wealth Management
Kansas
$3.98M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$4.92M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Wells Fargo
3
Wells Fargo
California
$7.19M
4
US Bancorp
4
US Bancorp
Minnesota
$180K
5
CCFM
5
Clear Creek Financial Management
Washington
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
101
Providence Capital Advisors
North Carolina
$32K – – –
TC
102
Truvestments Capital
Florida
$31K – – –
S
103
SignatureFD
Georgia
$28K +$107 +3 +0.4%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$24K – – –
BAM
105
Barrett Asset Management
New York
$24K – – –
AIS
106
Accurate Investment Solutions
Pennsylvania
$19K – – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$18K – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$17K +$71 +2 +0.4%
RIA
109
Realta Investment Advisors
Delaware
$14K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$14K – – –
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$12K +325 New
AP
112
Advisors Preferred
Maryland
$11K +$11K +296 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$10K -$16.5K -461 -62%
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
CFD
115
Creative Financial Designs
Indiana
$4K +$2.32K +69 +138%
GEA
116
Glen Eagle Advisors
New Jersey
$3.74K +$3.74K +105 New
GI
117
Gradient Investments
Minnesota
$3K – – –
HFM
118
Hartford Financial Management
Connecticut
$2K – – –
AF
119
Allworth Financial
California
$1K – – –
ASN
120
Advisory Services Network
Georgia
$1K – – –
WP
121
WealthShield Partners
North Carolina
$1K +$1K +21 New
BTS
122
BB&T Securities
Virginia
– -$577K -16,103 Closed
IFWM
123
Institute for Wealth Management
Colorado
– -$331K -9,213 Closed
SWM
124
Sequoia Wealth Management
Illinois
– -$241K -6,930 Closed
ESB
125
Essex Savings Bank
Connecticut
– -$151K -4,200 Closed
2 3 4
5
6