WisdomTree US SmallCap Earnings Fund
EES
EES
140 hedge funds and large institutions have $350M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
3% less funds holding
Funds holding: 145 → 140 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Holders
140
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$7.37M | |
| 2 | +$4.13M | |
| 3 | +$2.68M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$952K |
Top Sellers
| 1 | -$5.5M | |
| 2 | -$5.37M | |
| 3 | -$3.13M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.16M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.01M |
