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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

125 hedge funds and large institutions have $323M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
42
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.82M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
3
IWP
Invenio Wealth Partners
Florida
$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
5
RJA
Raymond James & Associates
Florida
$1.69M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$31.3M
3
SAM
Smithbridge Asset Management
Pennsylvania
$2.49M
4
3LCM
3D/L Capital Management
Connecticut
$8.72M
5
UBS Group
UBS Group
Switzerland
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
101
JFS Wealth Advisors
Pennsylvania
$78.4K – – –
IA
102
IFP Advisors
Florida
$64.4K +$8.27K +191 +15%
GFPC
103
Global Financial Private Client
Florida
$64.1K – – –
FCG
104
Financial Connections Group
California
$58K – – –
HWM
105
Horizons Wealth Management
North Carolina
$43.4K -$27.1K -626 -38%
CFB
106
Cullen/Frost Bankers
Texas
$36.2K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$33.3K +$28.5K +658 +588%
EWM
108
EPG Wealth Management
Georgia
$28.3K – – –
BFEC
109
Benjamin F. Edwards & Company
Missouri
$22K – – –
NFSG
110
Newbridge Financial Services Group
Florida
$16.2K – – –
HI
111
Harbour Investments
Wisconsin
$15.2K +$303 +7 +2%
AA
112
Addison Advisors
Vermont
$9.74K – – –
RFA
113
Register Financial Advisors
Georgia
$9.09K – – –
CTA
114
Colonial Trust Advisors
South Carolina
$8.65K – – –
KFI
115
Key Financial Inc
Pennsylvania
$6.27K – – –
AF
116
Allworth Financial
California
$5.37K – – –
AA
117
Ancora Advisors
Ohio
$4.11K – – –
CMP
118
Coston McIsaac & Partners
Maine
$4K – – –
GI
119
Gradient Investments
Minnesota
$3.25K -$3.12K -72 -49%
C
120
Covestor
United Kingdom
$3K +$169 +4 +6%
BTI
121
Blue Trust Inc
Georgia
$3K +$3K +63 New
GWSG
122
GPS Wealth Strategies Group
Colorado
$2.77K +$2.77K +64 New
TAM
123
Tucker Asset Management
Colorado
$2.55K +$2.55K +59 New
SSWM
124
Sheets Smith Wealth Management
North Carolina
$2.34K +$2.34K +54 New
AIC
125
Archer Investment Corporation
Indiana
$884 – – –
2 3 4
5
6