EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

116 hedge funds and large institutions have $332M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
25
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.73M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.5M
4
SPA
4
Shore Point Advisors
New Jersey
$11.8M
5
TSWM
5
Tyler-Stone Wealth Management
Ohio
$559K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$4.46M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$673K
5
OPW
5
Oxler Private Wealth
New York
$794K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$40.6M 905,433 -40,404 -4%
Morgan Stanley
2
Morgan Stanley
New York
$38.5M 859,144 +27,573 +3%
Bank of America
3
Bank of America
North Carolina
$34.6M 773,036 -13,669 -2%
LPL Financial
4
LPL Financial
California
$20.4M 456,092 +12,222 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.8M 398,109 +32,563 +9%
SC
6
Savant Capital
Illinois
$16.7M 371,658 -16,164 -4%
SPA
7
Shore Point Advisors
New Jersey
$11.8M 262,401 +16,404 +7%
LW
8
Linscomb Wealth
Texas
$11.6M 258,426 -12,630 -5%
Ameriprise
9
Ameriprise
Minnesota
$11.5M 255,088 -15,544 -6%
3LCM
10
3D/L Capital Management
Connecticut
$9.89M 220,750 -15,727 -7%
CAN
11
Cetera Advisor Networks
California
$8.71M 194,414 -1,549 -0.8%
CA
12
Cetera Advisors
Colorado
$8.33M 185,920 +2,026 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.73M 172,406 +29,183 +20%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$7.39M 165,002 -22,031 -12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.39M 142,574 -9,219 -6%
Wells Fargo
16
Wells Fargo
California
$4.46M 99,452 -59,939 -38%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.39M 98,014 -22,806 -19%
SAM
18
Smithbridge Asset Management
Pennsylvania
$4.36M 97,234 +409 +0.4%
9WM
19
9258 Wealth Management
Ohio
$3.88M 86,647 -4,393 -5%
AWM
20
AE Wealth Management
Kansas
$3.78M 84,463 +2,476 +3%
PAG
21
Private Advisor Group
New Jersey
$3.53M 76,207 -2,952 -4%
FWTB
22
First Western Trust Bank
Colorado
$3.13M 69,790 – –
GRP
23
Global Retirement Partners
California
$3.11M 69,502 -1,238 -2%
CANC
24
Culbertson A N & Co
Virginia
$2.85M 63,518 -518 -0.8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.26M 50,428 -20,350 -29%
1
2 3 4 5