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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
33
Reduced
59
Closed
10
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
+$512K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.9M
2
UBS Group
2
UBS Group
Switzerland
$39.3M
3
GRP
3
Global Retirement Partners
California
$13M
4
WIA
4
World Investment Advisors
California
$2.2M
5
BPA
5
Beacon Pointe Advisors
California
$1.07M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$267K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.08M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
SC
5
Savant Capital
Illinois
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
151
True Wealth Design
Ohio
– -$897K -19,027 Closed
FTUS
152
Flow Traders U.S.
New York
– -$304K -6,441 Closed
EFS
153
Essex Financial Services
Connecticut
– -$277K -5,640 Closed
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
– -$221K -4,682 Closed
RFA
155
Register Financial Advisors
Georgia
– -$78.2K -1,660 Closed
Simplex Trading
156
Simplex Trading
Illinois
– -$21K -453 Closed
GI
157
Gradient Investments
Minnesota
– -$3.54K -75 Closed
MFT
158
Moisand Fitzgerald Tamayo
Florida
– -$2.26K -48 Closed
3 4 5 6
7