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WisdomTree US SmallCap Earnings Fund
EES

Overview Fund Activity

139 hedge funds and large institutions have $350M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
48
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$7.37M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$6.35M
4
LPL Financial
4
LPL Financial
California
$26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.72M

Top Sellers

1
IWP
1
Invenio Wealth Partners
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.43M
3
KFI
3
Key Financial Inc
Pennsylvania
$13M
4
Bank of America
4
Bank of America
North Carolina
$39.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.2M -$2.16M -42,465 -5%
Morgan Stanley
2
Morgan Stanley
New York
$37M -$1.2M -23,482 -3%
UBS Group
3
UBS Group
Switzerland
$36.7M -$702K -13,779 -2%
LPL Financial
4
LPL Financial
California
$26M +$1.85M +36,233 +8%
Ameriprise
5
Ameriprise
Minnesota
$24.9M -$37.9K -744 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$16M -$270K -5,306 -2%
SPA
7
Shore Point Advisors
New Jersey
$14.2M +$502K +9,847 +4%
KFI
8
Key Financial Inc
Pennsylvania
$13M -$3.13M -61,376 -19%
SC
9
Savant Capital
Illinois
$11M -$944K -18,521 -8%
LW
10
Linscomb Wealth
Texas
$8.76M -$195K -3,824 -2%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$7.37M +$7.37M +144,551 New
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$6.86M -$119K -2,337 -2%
Wells Fargo
13
Wells Fargo
California
$6.35M +$2.68M +52,645 +73%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.77M +$207K +4,064 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.66M -$66.1K -1,298 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.44M -$28.3K -555 -0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.35M -$513K -10,072 -9%
LWANC
18
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M +$4.13M +210,332 +4,996%
WA
19
Waverly Advisors
Alabama
$4.06M – – –
PAG
20
Private Advisor Group
New Jersey
$3.3M +$158K +3,102 +5%
CANC
21
Culbertson A N & Co
Virginia
$3.18M -$46.9K -920 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.72M +$952K +17,942 +54%
HBS
23
Howard Bailey Securities
Indiana
$2.49M -$13.1K -257 -0.5%
AAS
24
Avantax Advisory Services
Texas
$2.46M -$11.2K -219 -0.5%
NC
25
NewSquare Capital
Pennsylvania
$2.41M +$189K +3,715 +9%
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