WisdomTree US SmallCap Earnings Fund
EES
122 hedge funds and large institutions have $383M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 14 closing their positions.
4% more capital invested
Capital invested by funds: $370M → $383M (+$13.2M)
0.4% more ownership
Funds ownership: 55.34% → 55.73% (+0.4%)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
3% less funds holding
Funds holding: 126 → 122 (-4)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$16.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 3 |
Morgan Stanley
New York
|
+$9.52M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.98M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$24.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.64M |
| 3 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$2.49M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$981K |
EES Hedge Fund Activity: Q1 2022 in Review
122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2022, worth a combined $383M — up 3.6% from $370M a quarter earlier.
Fund positioning in EES was balanced in Q1 2022: 14 funds opened new positions, 14 closed out, 37 added to existing stakes and 37 trimmed.
The largest buyer was Gradient Investments, adding an estimated $16.3M. The largest seller was LPL Financial, cutting an estimated $24.2M.
- 122 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2022, down from 126 in Q4 2021.
- Funds reported $383M of WisdomTree US SmallCap Earnings Fund stock for Q1 2022, up 3.6% quarter-over-quarter.
- 14 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2022 and 14 closed out, a net change of 0 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2022 was Gradient Investments, an estimated $16.3M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2022 was LPL Financial, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2022.