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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

111 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
33
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.3M
2
UBS Group
2
UBS Group
Switzerland
$29.1M
3
SW
3
Signify Wealth
Missouri
$8.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.1M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$538K
2
3LCM
2
3D/L Capital Management
Connecticut
$15.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M
4
SC
4
Savant Capital
Illinois
$23.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$18K – – –
EVM
102
Eaton Vance Management
Massachusetts
$14K +$14K +290 New
GWM
103
Geneos Wealth Management
Colorado
$13K +$13K +275 New
FFA
104
Founders Financial Alliance
North Carolina
$7K – – –
KFI
105
Key Financial Inc
Pennsylvania
$7K – – –
AA
106
Ancora Advisors
Ohio
$5K – – –
RWB
107
RMR Wealth Builders
New Jersey
$3K +$3K +56 New
RCA
108
Ranch Capital Advisors
Florida
$2K – – –
COCM
109
Charter Oak Capital Management
New Hampshire
$2K – – –
MA
110
Montag & Associates
Georgia
$1K +$1K +26 New
Citadel Advisors
111
Citadel Advisors
Florida
– -$2.1M -54,050 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
– -$1.5M -38,605 Closed
GSWM
113
Golden State Wealth Management
California
– -$940K -24,155 Closed
TRCT
114
Tower Research Capital (TRC)
New York
– -$872K -22,406 Closed
TAM
115
Townsend Asset Management
North Carolina
– -$555K -14,254 Closed
FTUS
116
Flow Traders U.S.
New York
– -$514K -13,218 Closed
WP
117
WealthSource Partners
California
– -$422K -10,847 Closed
CCFM
118
Clear Creek Financial Management
Washington
– -$331K -8,505 Closed
CIC
119
Cutler Investment Counsel
Oregon
– -$225K -5,783 Closed
CPIG
120
Chicago Partners Investment Group
Illinois
– -$224K -5,262 Closed
VFA
121
Valeo Financial Advisors
Indiana
– -$55K -1,416 Closed
SIAG
122
Safeguard Investment Advisory Group
California
– -$36K -928 Closed
US Bancorp
123
US Bancorp
Minnesota
– -$27K -690 Closed
LFG
124
Larson Financial Group
Missouri
– -$18K -460 Closed
QCG
125
Quadrant Capital Group
Ohio
– -$11K -275 Closed
2 3 4
5
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