WisdomTree US SmallCap Earnings Fund
EES
160 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $375M → $411M (+$35.7M)
8% more funds holding
Funds holding: 148 → 160 (+12)
4.37% more ownership
Funds ownership: 59.28% → 63.65% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
43% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 58
Top Buyers
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$29M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$4.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.85M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.43M |
Top Sellers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.23M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.21M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.07M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$857K |
EES Hedge Fund Activity: Q4 2024 in Review
160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2024, worth a combined $411M — up 9.5% from $375M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EES positions and 7 closed out — a net gain of 17 holders — while 33 added to existing stakes and 58 trimmed.
The largest buyer was Essential Planning, adding an estimated $29M. The largest seller was Cetera Investment Advisers, cutting an estimated $3.94M.
- 160 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2024, up from 148 in Q3 2024.
- Funds reported $411M of WisdomTree US SmallCap Earnings Fund stock for Q4 2024, up 9.5% quarter-over-quarter.
- 24 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2024 and 7 closed out, a net change of +17 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2024 was Essential Planning, an estimated $29M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2024 was Cetera Investment Advisers, an estimated $3.94M sold.
Based on aggregated 13F filings for Q4 2024.