WisdomTree US SmallCap Earnings Fund
EES
63 hedge funds and large institutions have $169M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6.28% more ownership
Funds ownership: 131.06% → 137.34% (+6.3%)
4% more capital invested
Capital invested by funds: $162M → $169M (+$6.88M)
3% less funds holding
Funds holding: 65 → 63 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
40% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 25
Top Buyers
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$6.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.01M |
| 4 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$1.38M |
| 5 |
Morgan Stanley
New York
|
+$1.27M |
Top Sellers
| 1 |
Jane Street
New York
|
-$3.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.78M |
EES Hedge Fund Activity: Q1 2016 in Review
63 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2016, worth a combined $169M — up 4.2% from $162M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EES and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 15 added.
The largest buyer was 3D Asset Management, adding an estimated $6.98M. The largest seller was Jane Street, cutting an estimated $3.47M.
- 63 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2016, down from 65 in Q4 2015.
- Funds reported $169M of WisdomTree US SmallCap Earnings Fund stock for Q1 2016, up 4.2% quarter-over-quarter.
- 8 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2016 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2016 was 3D Asset Management, an estimated $6.98M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2016 was Jane Street, an estimated $3.47M sold.
Based on aggregated 13F filings for Q1 2016.