EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

97 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$5.25M
2
AAS
2
Avantax Advisory Services
Texas
$2.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M
4
FTUS
4
Flow Traders U.S.
New York
$263K
5
Citigroup
5
Citigroup
New York
$860K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$809K
5
SC
5
Savant Capital
Illinois
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.6M 723,443 -8,442 -1%
SC
2
Savant Capital
Illinois
$17.9M 599,055 -54,887 -8%
LW
3
Linscomb Wealth
Texas
$14.8M 494,862 -9,703 -2%
3AM
4
3D Asset Management
Connecticut
$13.4M 450,142 -37,227 -8%
Bank of America
5
Bank of America
North Carolina
$12.6M 422,671 -35,714 -8%
UBS Group
6
UBS Group
Switzerland
$11.2M 376,539 -132,020 -26%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.59M 287,612 +26,295 +10%
Ameriprise
8
Ameriprise
Minnesota
$7.53M 252,066 -10,742 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.09M 203,752 -4,946 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.45M 182,548 -104,806 -36%
AW
11
ACG Wealth
Georgia
$5.38M 180,171 -49,959 -22%
FA
12
Forefront Analytics
Pennsylvania
$5.25M 175,807 +126,224 +255%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.99M 166,988 -30,909 -16%
Citadel Advisors
14
Citadel Advisors
Florida
$4.3M 144,055 -17,334 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.43M 114,806 -16,633 -13%
SAM
16
Smithbridge Asset Management
Pennsylvania
$3M 100,353 +5,534 +6%
9WM
17
9258 Wealth Management
Ohio
$2.96M 96,365 -11,700 -11%
LPL Financial
18
LPL Financial
California
$2.85M 95,401 -9,246 -9%
Wells Fargo
19
Wells Fargo
California
$2.57M 85,973 -30,461 -26%
CAN
20
Cetera Advisor Networks
California
$2.54M 84,981 -4,875 -5%
AAS
21
Avantax Advisory Services
Texas
$2.25M 75,357 +53,314 +242%
PA
22
PSI Advisors
Florida
$2.16M 72,466 -1,159 -2%
CANC
23
Culbertson A N & Co
Virginia
$2.02M 67,764 -989 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.91M 63,948 -18,323 -22%
TRCT
25
Tower Research Capital (TRC)
New York
$1.82M 60,911 -882 -1%
1
2 3 4 5