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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

126 hedge funds and large institutions have $370M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
36
Reduced
35
Closed
11
Calls
–
Puts
$447K
Net Calls
-$447K
Net Calls Change
-$447K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.9M
2
UBS Group
2
UBS Group
Switzerland
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.93M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
FA
2
Forefront Analytics
Pennsylvania
$5.76M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SC
4
Savant Capital
Illinois
$23.1M
5
LW
5
Linscomb Wealth
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
101
Global Financial Private Client
Florida
$77.1K – – –
AP
102
Advisors Preferred
Maryland
$69K +$69K +1,324 New
FCG
103
Financial Connections Group
California
$69K +$69K +1,350 New
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K -$2.61K -51 -4%
KPCM
105
Kings Point Capital Management
New York
$49K – – –
PP
106
Pacifica Partners
Canada
$36K +$36K +692 New
BAM
107
Barrett Asset Management
New York
$35K – – –
EWM
108
EPG Wealth Management
Georgia
$32K – – –
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$26K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$26K – – –
IWP
111
IAG Wealth Partners
Wisconsin
$26K +$26K +505 New
EVM
112
Eaton Vance Management
Massachusetts
$15K – – –
AA
113
Addison Advisors
Vermont
$12K – – –
SFM
114
Signet Financial Management
New Jersey
$10K +$10K +200 New
CWS
115
Confluence Wealth Services
Pennsylvania
$10K +$10K +200 New
Simplex Trading
116
Simplex Trading
Illinois
$9K +$9K +183 New
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$8K -$8.29K -169 -51%
KFI
118
Key Financial Inc
Pennsylvania
$7K – – –
AA
119
Ancora Advisors
Ohio
$5K – – –
GI
120
Gradient Investments
Minnesota
$4K – – –
HI
121
Harbour Investments
Wisconsin
$3K -$280K -5,326 -99%
COCM
122
Charter Oak Capital Management
New Hampshire
$2K – – –
RDIA
123
RE Dickinson Investment Advisors
Iowa
$2K +$2K +31 New
MA
124
Montag & Associates
Georgia
$1K – – –
CA
125
CoreCap Advisors
Michigan
$1K +$1K +12 New
2 3 4
5
6