WisdomTree US SmallCap Earnings Fund
EES
EES
116 hedge funds and large institutions have $332M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
52% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 52
Holders
116
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.46M | |
| 2 | +$1.31M | |
| 3 | +$1.24M | |
| 4 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$735K |
| 5 |
LPL Financial
San Diego,
California
|
+$548K |
Top Sellers
| 1 | -$4.87M | |
| 2 | -$2.69M | |
| 3 | -$1.81M | |
| 4 |
Goldman Sachs
New York
|
-$1.39M |
| 5 |
OPW
Oxler Private Wealth
Rye Brook,
New York
|
-$1.09M |