EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

117 hedge funds and large institutions have $291M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.98%
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
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.76M
5
CA
5
Cetera Advisors
Colorado
$6.68M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$3K
2
LPL Financial
2
LPL Financial
California
$4.38M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235K
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$45.8M 1,114,143 +19,598 +2%
Morgan Stanley
2
Morgan Stanley
New York
$34.6M 840,885 -87,527 -9%
Bank of America
3
Bank of America
North Carolina
$24.5M 595,629 -39,672 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.4M 422,253 +54,138 +15%
SC
5
Savant Capital
Illinois
$17.4M 422,081 -15,734 -4%
LW
6
Linscomb Wealth
Texas
$12.7M 309,373 -52,011 -14%
3LCM
7
3D/L Capital Management
Connecticut
$9.56M 232,475 -19,408 -8%
SPA
8
Shore Point Advisors
New Jersey
$9.45M 229,801 +18,300 +9%
KSWA
9
Kathleen S. Wright Associates
Pennsylvania
$7.16M 174,219 -4,007 -2%
Wells Fargo
10
Wells Fargo
California
$6.71M 163,132 +70,494 +76%
CA
11
Cetera Advisors
Colorado
$6.68M 162,406 +31,034 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.28M 152,736 -64,893 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.82M 141,437 +834 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.18M 126,071 +2,799 +2%
Ameriprise
15
Ameriprise
Minnesota
$5.12M 124,835 +14,810 +13%
ZIG
16
Zurich Insurance Group
Switzerland
$4.6M 111,785 – –
LPL Financial
17
LPL Financial
California
$4.38M 106,532 -172,323 -62%
SAM
18
Smithbridge Asset Management
Pennsylvania
$4.19M 101,810 -865 -0.8%
9WM
19
9258 Wealth Management
Ohio
$3.81M 92,590 -250 -0.3%
CAN
20
Cetera Advisor Networks
California
$3.09M 75,248 +9,850 +15%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.88M 69,985 -817 -1%
PA
22
PSI Advisors
Florida
$2.72M 66,154 -684 -1%
CANC
23
Culbertson A N & Co
Virginia
$2.71M 65,999 -170 -0.3%
IA
24
IFP Advisors
Florida
$2.36M 61,046 – –
FA
25
Forefront Analytics
Pennsylvania
$2.33M 56,680 -55,493 -49%
1
2 3 4 5