EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

142 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$9.63M
2
Jane Street
2
Jane Street
New York
$2.26M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.2M
4
P
4
&Partners
Tennessee
$1.41M
5
LFG
5
Larson Financial Group
Missouri
$790K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$32.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.4M
4
GS
4
GTS Securities
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.4M 815,101 -92,616 -10%
Bank of America
2
Bank of America
North Carolina
$37.8M 802,153 +5,589 +0.7%
UBS Group
3
UBS Group
Switzerland
$32.4M 688,220 -129,316 -16%
Ameriprise
4
Ameriprise
Minnesota
$23M 487,441 -35,996 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.3M 388,602 +4,811 +1%
LPL Financial
6
LPL Financial
California
$16.7M 355,339 -165,164 -32%
SC
7
Savant Capital
Illinois
$15.7M 333,740 -9,514 -3%
SPA
8
Shore Point Advisors
New Jersey
$13.1M 278,617 -831 -0.3%
LW
9
Linscomb Wealth
Texas
$9.88M 209,660 -11,670 -5%
GRP
10
Global Retirement Partners
California
$9.63M 204,355 +70,164 +52%
FIM
11
Freedom Investment Management
Connecticut
$9.12M 193,550 +1,875 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.33M 176,735 -5,312 -3%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$6.64M 140,921 +805 +0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.25M 132,713 -2,505 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.2M 131,615 +27,369 +26%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.96M 126,513 -10,885 -8%
IWP
17
Invenio Wealth Partners
Florida
$5.72M 121,422 +6,084 +5%
9WM
18
9258 Wealth Management
Ohio
$4.07M 86,347 – –
Wells Fargo
19
Wells Fargo
California
$3.56M 75,443 -4,412 -6%
PAG
20
Private Advisor Group
New Jersey
$3.53M 74,927 +5,957 +9%
FWTB
21
First Western Trust Bank
Colorado
$3.29M 69,790 – –
SPIA
22
Steward Partners Investment Advisory
New York
$3.23M 68,624 -17,440 -20%
CANC
23
Culbertson A N & Co
Virginia
$3M 63,704 +917 +1%
SAM
24
Smithbridge Asset Management
Pennsylvania
$2.7M 57,190 +96 +0.2%
Jane Street
25
Jane Street
New York
$2.26M 48,013 +48,013 New
1
2 3 4 5