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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

142 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
Global Retirement Partners
California
$9.63M
2
Jane Street
Jane Street
New York
$2.26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.2M
4
P
&Partners
Tennessee
$1.41M
5
LFG
Larson Financial Group
Missouri
$790K

Top Sellers

1
LPL Financial
LPL Financial
California
$16.7M
2
UBS Group
UBS Group
Switzerland
$32.4M
3
Morgan Stanley
Morgan Stanley
New York
$38.4M
4
GS
GTS Securities
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$13K +$13K +275 New
AA
127
Addison Advisors
Vermont
$10.6K – – –
AssetMark Inc
128
AssetMark Inc
California
$8.44K +$8.44K +179 New
RWM
129
Ruedi Wealth Management
Illinois
$7.68K – – –
PB
130
Pinnacle Bancorp
Nebraska
$6.36K – – –
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$6.27K -$7.68K -163 -55%
FFA
132
Frazier Financial Advisors
Ohio
$5.92K – – –
AA
133
Ancora Advisors
Ohio
$4.48K – – –
CMP
134
Coston McIsaac & Partners
Maine
$4K – – –
GI
135
Gradient Investments
Minnesota
$3.54K – – –
C
136
Covestor
United Kingdom
$3K +$579 +11 +24%
DF
137
Dunhill Financial
United Kingdom
$2.89K – – –
TAM
138
Tucker Asset Management
Colorado
$2.8K – – –
MFT
139
Moisand Fitzgerald Tamayo
Florida
$2.26K +$2.26K +48 New
CA
140
Continuum Advisory
Idaho
$1.18K – – –
AIC
141
Archer Investment Corporation
Indiana
$973 – – –
BTI
142
Blue Trust Inc
Georgia
$401 – – –
TRCT
143
Tower Research Capital (TRC)
New York
$283 +$283 +6 New
GS
144
GTS Securities
New York
– -$2.06M -41,012 Closed
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
– -$1.99M -39,760 Closed
ESB
146
Essex Savings Bank
Connecticut
– -$209K -4,200 Closed
CFB
147
Cullen/Frost Bankers
Texas
– -$42K -837 Closed
CTA
148
Colonial Trust Advisors
South Carolina
– -$10K -200 Closed
OWA
149
Opal Wealth Advisors
New York
– -$2.66K -53 Closed
AF
150
Allworth Financial
California
– -$903 -18 Closed
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