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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$11M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$3.38M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
101
3D/L Capital Management
Connecticut
$15K +$15K +391,165 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$11K – – –
QCG
103
Quadrant Capital Group
Ohio
$11K +$11K +275 New
CAAS
104
Capital Asset Advisory Services
Michigan
$11K +$11K +275 New
AA
105
Addison Advisors
Vermont
$9K +$9K +225 New
KFI
106
Key Financial Inc
Pennsylvania
$6K +$6K +145 New
FFA
107
Founders Financial Alliance
North Carolina
$5K – – –
AA
108
Ancora Advisors
Ohio
$4K – – –
GI
109
Gradient Investments
Minnesota
$2K – – –
RCA
110
Ranch Capital Advisors
Florida
$2K – – –
COCM
111
Charter Oak Capital Management
New Hampshire
$2K +$2K +42 New
HFS
112
Horizon Financial Services
North Carolina
$1K – – –
HighTower Advisors
113
HighTower Advisors
Illinois
– -$1.3M -43,623 Closed
UCFA
114
United Capital Financial Advisors
Texas
– -$1.15M -38,356 Closed
AAP
115
Arax Advisory Partners
Colorado
– -$118K -3,959 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
– -$11K -360 Closed
RG
117
Retirement Group
California
– -$11K -358 Closed
DI
118
Disciplined Investments
Oklahoma
– -$2K -81 Closed
AF
119
Allworth Financial
California
– -$1K -34 Closed
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