EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

97 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$5.25M
2
AAS
2
Avantax Advisory Services
Texas
$2.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M
4
FTUS
4
Flow Traders U.S.
New York
$263K
5
Citigroup
5
Citigroup
New York
$860K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$809K
5
SC
5
Savant Capital
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
101
Atlanta Financial Associates
Georgia
– -$295K -10,400 Closed
KLI
102
Kelman-Lazarov Inc
Tennessee
– -$246K -8,685 Closed
MML Investors Services
103
MML Investors Services
Massachusetts
– -$209K -7,377 Closed
CSA
104
Cottage Street Advisors
Massachusetts
– -$204K -7,201 Closed
FANJ
105
Financial Architects (New Jersey)
New Jersey
– -$40K -1,425 Closed
OPS
106
Orion Portfolio Solutions
Nebraska
– -$27K -950 Closed
KWM
107
Keebeck Wealth Management
Illinois
– -$16K -594 Closed
AC
108
AlphaCore Capital
California
– -$3K -123 Closed
SCA
109
Stonebridge Capital Advisors
Minnesota
– -$1K -30 Closed
1 2 3 4
5