WisdomTree US SmallCap Earnings Fund
EES
112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
18% more capital invested
Capital invested by funds: $189M → $223M (+$33.3M)
15% more funds holding
Funds holding: 97 → 112 (+15)
0.17% more ownership
Funds ownership: 49.84% → 50.01% (+0.17%)
41% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$9.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.93M |
| 3 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$1.49M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.23M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$925K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.31M |
| 3 |
Morgan Stanley
New York
|
-$3.22M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.15M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.3M |
EES Hedge Fund Activity: Q4 2020 in Review
112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2020, worth a combined $223M — up 18% from $189M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EES positions and 7 closed out — a net gain of 17 holders — while 24 added to existing stakes and 41 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $9.9M. The largest seller was Susquehanna International Group, cutting an estimated $4.5M.
- 112 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2020, up from 97 in Q3 2020.
- Funds reported $223M of WisdomTree US SmallCap Earnings Fund stock for Q4 2020, up 18% quarter-over-quarter.
- 24 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2020 and 7 closed out, a net change of +17 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2020 was Empowered Funds, an estimated $9.9M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2020 was Susquehanna International Group, an estimated $4.5M sold.
Based on aggregated 13F filings for Q4 2020.