EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

114 hedge funds and large institutions have $300M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
31
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$3.43M
2
UBS Group
2
UBS Group
Switzerland
$32.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
FHC
4
First Heartland Consultants
Missouri
$1.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
SW
2
Signify Wealth
Missouri
$0
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AW
4
ACG Wealth
Georgia
$1.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.2M 711,898 +13,455 +2%
UBS Group
2
UBS Group
Switzerland
$32.6M 659,476 +44,782 +7%
Bank of America
3
Bank of America
North Carolina
$26.5M 535,734 +12,898 +2%
SC
4
Savant Capital
Illinois
$23.4M 474,338 -27,834 -6%
LW
5
Linscomb Wealth
Texas
$20.6M 417,691 -16,443 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.5M 314,275 -9,327 -3%
3LCM
7
3D/L Capital Management
Connecticut
$14.8M 299,579 -33,639 -10%
LPL Financial
8
LPL Financial
California
$14.3M 289,858 -159,187 -35%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.8M 259,975 +3,260 +1%
Ameriprise
10
Ameriprise
Minnesota
$11M 222,300 +3,014 +1%
FA
11
Forefront Analytics
Pennsylvania
$8.94M 180,948 +4,431 +3%
Wells Fargo
12
Wells Fargo
California
$7.69M 155,753 +7,104 +5%
SAM
13
Smithbridge Asset Management
Pennsylvania
$4.95M 100,112 -2,618 -3%
9WM
14
9258 Wealth Management
Ohio
$4.59M 92,840 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.13M 83,693 +12,918 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.79M 76,757 -63,881 -45%
CAN
17
Cetera Advisor Networks
California
$3.48M 70,408 -502 -0.7%
ZIG
18
Zurich Insurance Group
Switzerland
$3.43M 72,095 +72,095 New
PA
19
PSI Advisors
Florida
$3.14M 63,671 -1,825 -3%
CANC
20
Culbertson A N & Co
Virginia
$3.13M 63,298 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$2.61M 52,930 +5,902 +13%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.47M 49,981 +7,233 +17%
Stifel Financial
23
Stifel Financial
Missouri
$2.38M 48,098 +6,207 +15%
Citigroup
24
Citigroup
New York
$1.75M 35,449 -2,289 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.73M 35,045 -476 -1%
1
2 3 4 5