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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

145 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
145
Holders Change
-14
Holders Change %
-8.81%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
47
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFI
1
Key Financial Inc
Pennsylvania
$15.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.51M
3
LPL Financial
3
LPL Financial
California
$23.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.96M
5
SAM
5
Smithbridge Asset Management
Pennsylvania
$2.11M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$381K
2
FWTB
2
First Western Trust Bank
Colorado
$0
3
WIA
3
World Investment Advisors
California
$204K
4
Bank of America
4
Bank of America
North Carolina
$39.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.6M 811,479 -37,687 -4%
Morgan Stanley
2
Morgan Stanley
New York
$36.6M 749,952 -26,041 -3%
UBS Group
3
UBS Group
Switzerland
$35.8M 733,885 +4,855 +0.7%
Ameriprise
4
Ameriprise
Minnesota
$23.9M 489,440 -9,949 -2%
LPL Financial
5
LPL Financial
California
$23.2M 474,729 +78,901 +20%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.6M 318,979 -955 -0.3%
KFI
7
Key Financial Inc
Pennsylvania
$15.5M 316,886 +315,600 +24,541%
SPA
8
Shore Point Advisors
New Jersey
$13.1M 268,010 -12,864 -5%
SC
9
Savant Capital
Illinois
$11.4M 234,415 -24,218 -9%
LW
10
Linscomb Wealth
Texas
$8.58M 175,643 -11,142 -6%
KSWA
11
Kathleen S. Wright Associates
Pennsylvania
$6.69M 137,037 -246 -0.2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.51M 133,247 +91,228 +217%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.62M 114,979 -4,449 -4%
IWP
14
Invenio Wealth Partners
Florida
$5.5M 112,610 +4,646 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.49M 112,379 +173 +0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.33M 109,119 -1,667 -2%
Raymond James Financial
17
Raymond James Financial
Florida
$5.24M 107,310 +11,202 +12%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.96M 81,000 +65,100 +409%
WA
19
Waverly Advisors
Alabama
$3.9M 79,765 -200 -0.3%
Wells Fargo
20
Wells Fargo
California
$3.51M 71,926 +1,777 +3%
CANC
21
Culbertson A N & Co
Virginia
$3.1M 63,374 -40 -0.1%
PAG
22
Private Advisor Group
New Jersey
$3.01M 61,666 -5,804 -9%
SPIA
23
Steward Partners Investment Advisory
New York
$2.99M 61,312 +1,021 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.55M 52,239 +619 +1%
HBS
25
Howard Bailey Securities
Indiana
$2.4M 49,038 -24,604 -33%
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