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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

145 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-14
Holders Change %
-8.81%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
47
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$15.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.51M
3
LPL Financial
3
LPL Financial
California
$23.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.96M
5
BPA
5
Beacon Pointe Advisors
California
$988K

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$381K
2
FWTB
2
First Western Trust Bank
Colorado
$0
3
WIA
3
World Investment Advisors
California
$204K
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
101
Essex Savings Bank
Connecticut
$205K – – –
WIA
102
World Investment Advisors
California
$204K -$1.88M -38,475 -90%
Comerica Bank
103
Comerica Bank
Texas
$178K -$3.91K -80 -2%
HI
104
Harbour Investments
Wisconsin
$163K +$27.3K +558 +20%
ADL
105
Asset Dedication LLC
California
$154K – – –
BTI
106
Blue Trust Inc
Georgia
$132K +$132K +2,700 +33,750%
CA
107
CoreCap Advisors
Michigan
$120K +$11.7K +239 +11%
AWM
108
AE Wealth Management
Kansas
$119K -$32K -656 -21%
ITIM
109
Indiana Trust & Investment Management
Indiana
$105K – – –
AG
110
AmeriFlex Group
Nevada
$89.5K -$62.4K -1,278 -41%
JWA
111
JFS Wealth Advisors
Pennsylvania
$88.5K – – –
Citigroup
112
Citigroup
New York
$82.3K -$3.22K -66 -4%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$78.4K – – –
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$74.1K -$23.2K -474 -24%
GFPC
115
Global Financial Private Client
Florida
$73.3K – – –
RIL
116
Rothschild Investment LLC
Illinois
$68.4K – – –
FCG
117
Financial Connections Group
California
$65K – – –
Jones Financial Companies
118
Jones Financial Companies
Missouri
$49.9K +$12.6K +257 +34%
PS
119
Principal Securities
Iowa
$47.4K +$21.8K +405 +85%
HWM
120
Horizons Wealth Management
North Carolina
$40.6K – – –
T
121
Transce3nd
Texas
$35K -$15.4K -316 -31%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$32.6K +$49 +1 +0.1%
IA
123
IFP Advisors
Florida
$30.5K +$2.49K +51 +9%
GSWM
124
Golden State Wealth Management
California
$26.1K +$20.4K +417 +356%
AF
125
Allworth Financial
California
$25.6K +$2.74K +59 +12%
3 4
5
6 7