EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

63 hedge funds and large institutions have $169M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
15
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$23.4M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.44M
4
SWM
4
SVA Wealth Management
Wisconsin
$16.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$587K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.74M
4
LPL Financial
4
LPL Financial
California
$3.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.6M 345,463 +17,879 +5%
3AM
2
3D Asset Management
Connecticut
$23.4M 304,805 +98,500 +48%
UBS Group
3
UBS Group
Switzerland
$20.2M 262,681 +8,608 +3%
SWM
4
SVA Wealth Management
Wisconsin
$16.9M 220,214 +19,470 +10%
Bank of America
5
Bank of America
North Carolina
$16.4M 213,702 +60,697 +40%
LW
6
Linscomb Wealth
Texas
$11.3M 146,775 +7,840 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.44M 122,681 +42,408 +53%
Goldman Sachs
8
Goldman Sachs
New York
$5.3M 68,928 – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.22M 67,810 -8,506 -11%
LPL Financial
10
LPL Financial
California
$3.1M 41,207 -29,230 -41%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.8M 36,372 -25,142 -41%
Wells Fargo
12
Wells Fargo
California
$2.74M 35,665 -30,263 -46%
CIC
13
Cutler Investment Counsel
Oregon
$2.72M 35,289 +1,732 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.14M 27,796 +6,762 +32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.84M 23,875 +1,884 +9%
UCFA
16
United Capital Financial Advisors
Texas
$1.38M 17,930 -1,062 -6%
KLI
17
Kelman-Lazarov Inc
Tennessee
$1.33M 17,343 +17,343 New
CANC
18
Culbertson A N & Co
Virginia
$1.31M 17,035 +317 +2%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$1.18M 15,292 -11,050 -42%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.17M 15,215 +4,405 +41%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.02M 13,281 -9,965 -43%
RJA
22
Raymond James & Associates
Florida
$925K 12,029 +12,029 New
AI
23
Atria Investments
North Carolina
$894K 11,615 +4,406 +61%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$893K 11,606 -4,795 -29%
LIA
25
LBMC Investment Advisors
Tennessee
$824K 10,705 +20 +0.2%
1
2 3