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WisdomTree US SmallCap Earnings Fund
EES
EES
164 hedge funds and large institutions have $384M invested in WisdomTree US SmallCap Earnings Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
12% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 51
0% more capital invested
Capital invested by funds: $384M → $384M (+$361K)
0.28% less ownership
Funds ownership: 61.04% → 60.76% (-0.28%)
1% less funds holding
Funds holding: 165 → 164 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
13
Increased
57
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
-$10M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$2.9M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.14M |
| 5 |
DG
Dala Group
Hoffman Estates,
Illinois
|
-$1.1M |
