WisdomTree US SmallCap Earnings Fund
EES
61 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
6% more capital invested
Capital invested by funds: $179M → $189M (+$9.93M)
2.91% more ownership
Funds ownership: 127.25% → 130.16% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 62 → 61 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$940K |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$951K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$282K |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$246K |
EES Hedge Fund Activity: Q2 2015 in Review
61 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2015, worth a combined $189M — up 5.5% from $179M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EES and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $3.15M. The largest seller was Jane Street, cutting an estimated $1.52M.
- 61 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2015, down from 62 in Q1 2015.
- Funds reported $189M of WisdomTree US SmallCap Earnings Fund stock for Q2 2015, up 5.5% quarter-over-quarter.
- 5 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2015 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2015 was Morgan Stanley, an estimated $3.15M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2015 was Jane Street, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2015.