EES icon

WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.14%
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
59
Closed
10
Calls
$512K
Puts
–
Net Calls
+$512K
Net Calls Change
+$512K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$46.9M
2
HBS
2
Howard Bailey Securities
Indiana
$3.94M
3
UBS Group
3
UBS Group
Switzerland
$39.3M
4
GRP
4
Global Retirement Partners
California
$13M
5
WIA
5
World Investment Advisors
California
$2.2M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$267K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.08M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
SC
5
Savant Capital
Illinois
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.9M 889,851 +87,698 +11%
Morgan Stanley
2
Morgan Stanley
New York
$40.8M 774,080 -41,021 -5%
UBS Group
3
UBS Group
Switzerland
$39.3M 744,648 +56,428 +8%
Ameriprise
4
Ameriprise
Minnesota
$26.5M 502,650 +15,209 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.7M 391,812 +3,210 +0.8%
LPL Financial
6
LPL Financial
California
$19.3M 365,436 +10,097 +3%
SC
7
Savant Capital
Illinois
$15.8M 298,825 -34,915 -10%
SPA
8
Shore Point Advisors
New Jersey
$14.7M 279,281 +664 +0.2%
GRP
9
Global Retirement Partners
California
$13M 246,407 +42,052 +21%
LW
10
Linscomb Wealth
Texas
$10.3M 195,203 -14,457 -7%
KSWA
11
Kathleen S. Wright Associates
Pennsylvania
$7.38M 139,842 -1,079 -0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.64M 125,791 -722 -0.6%
IWP
13
Invenio Wealth Partners
Florida
$6.21M 117,686 -3,736 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.99M 113,501 -19,212 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.86M 111,038 -20,577 -16%
9WM
16
9258 Wealth Management
Ohio
$4.22M 79,965 -6,382 -7%
HBS
17
Howard Bailey Securities
Indiana
$3.94M 74,646 +74,646 New
Wells Fargo
18
Wells Fargo
California
$3.73M 70,726 -4,717 -6%
FWTB
19
First Western Trust Bank
Colorado
$3.68M 69,790 – –
PAG
20
Private Advisor Group
New Jersey
$3.66M 69,440 -5,487 -7%
SPIA
21
Steward Partners Investment Advisory
New York
$3.52M 66,639 -1,985 -3%
CANC
22
Culbertson A N & Co
Virginia
$3.36M 63,604 -100 -0.2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.13M 59,300 +14,812 +33%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.08M 58,347 -118,388 -67%
SAM
25
Smithbridge Asset Management
Pennsylvania
$2.8M 53,017 -4,173 -7%
1
2 3 4 5