WisdomTree US SmallCap Earnings Fund
EES
EES
118 hedge funds and large institutions have $328M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
15% less capital invested
Capital invested by funds: $386M → $328M (-$57.5M)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Holders
118
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.33M | |
| 2 | +$4.87M | |
| 3 | +$3.46M | |
| 4 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
+$3.02M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.01M |
Top Sellers
| 1 | -$27.2M | |
| 2 | -$20.7M | |
| 3 | -$12.5M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$8.72M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.84M |