EES icon

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

Top Sellers

1
EP
Essential Planning
New Hampshire
$381K
2
FWTB
First Western Trust Bank
Colorado
$0
3
WIA
World Investment Advisors
California
$204K
4
Bank of America
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
Morgan Stanley
New York
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
126
Arlington Trust
Alabama
$24.4K +$24.4K +500 New
NFSG
127
Newbridge Financial Services Group
Florida
$18.3K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$14.9K – – –
AA
129
Addison Advisors
Vermont
$11K – – –
CVM
130
Cheviot Value Management
California
$9.52K +$9.52K +199 New
RWM
131
Ruedi Wealth Management
Illinois
$7.96K – – –
AssetMark Inc
132
AssetMark Inc
California
$7.13K -$1.61K -33 -18%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$6.5K – – –
FFA
134
Frazier Financial Advisors
Ohio
$6.48K +$341 +7 +6%
PB
135
Pinnacle Bancorp
Nebraska
$5.62K -$2.49K -51 -31%
C
136
Covestor
United Kingdom
$5K +$1.38K +26 +38%
AA
137
Ancora Advisors
Ohio
$4.64K – – –
CMP
138
Coston McIsaac & Partners
Maine
$4K – – –
NWM
139
Nova Wealth Management
Florida
$3.19K -$4.17K -85 -57%
DF
140
Dunhill Financial
United Kingdom
$3.02K – – –
Q1WB
141
Quest 10 Wealth Builders
Virginia
$2.25K -$2.25K -46 -50%
CA
142
Continuum Advisory
Idaho
$1.22K – – –
AIC
143
Archer Investment Corporation
Indiana
$1.02K – – –
LC
144
Luminist Capital
Michigan
$342 – – –
TRCT
145
Tower Research Capital (TRC)
New York
$147 -$147 -3 -50%
FWTB
146
First Western Trust Bank
Colorado
– -$3.76M -69,790 Closed
Jane Street
147
Jane Street
New York
– -$957K -17,745 Closed
WSCM
148
Wellington Shields Capital Management
New York
– -$613K -11,360 Closed
FA
149
FSA Advisors
Michigan
– -$349K -6,469 Closed
IF
150
Intrua Financial
Texas
– -$254K -4,706 Closed
3 4 5
6
7