WisdomTree US SmallCap Earnings Fund
EES
75 hedge funds and large institutions have $237M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
4% more funds holding
Funds holding: 72 → 75 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $246M → $237M (-$8.31M)
1.66% less ownership
Funds ownership: 49.94% → 48.28% (-1.7%)
Top Buyers
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.74M |
| 2 |
Morgan Stanley
New York
|
+$1.99M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$586K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$569K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$503K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$2.08M |
| 3 |
Jane Street
New York
|
-$1.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.41M |
EES Hedge Fund Activity: Q2 2017 in Review
75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2017, worth a combined $237M — down 3.4% from $246M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EES positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Barometer Capital Management, opening a new position worth an estimated $2.74M. The largest seller was Bank of America, cutting an estimated $10.5M.
- 75 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2017, up from 72 in Q1 2017.
- Funds reported $237M of WisdomTree US SmallCap Earnings Fund stock for Q2 2017, down 3.4% quarter-over-quarter.
- 7 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2017 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2017 was Barometer Capital Management, an estimated $2.74M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2017 was Bank of America, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2017.