WisdomTree US SmallCap Earnings Fund
EES
77 hedge funds and large institutions have $276M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
15% more funds holding
Funds holding: 67 → 77 (+10)
9% more capital invested
Capital invested by funds: $252M → $276M (+$23.9M)
1.34% more ownership
Funds ownership: 48.04% → 49.38% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.29M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$2.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.45M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.35M |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$3.17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.77M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$990K |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$832K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
76
TMD & Associates
Scottsdale,
Arizona
| – | -$3.17M | -90,775 | Closed |
|
|
77
Jane Street
New York
| – | -$990K | -28,323 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$783K | -22,382 | Closed |
|
79
SG Americas Securities
New York
| – | -$169K | -4,845 | Closed |
|
|
AWMS
80
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$99K | -3,087 | Closed |
|
|
HFM
81
Hartford Financial Management
Hartford,
Connecticut
| – | -$2K | -69 | Closed |
|
EES Hedge Fund Activity: Q4 2017 in Review
77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2017, worth a combined $276M — up 9.5% from $252M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EES positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was TMD & Associates, exiting entirely with an estimated $3.17M sold.
- 77 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2017, up from 67 in Q3 2017.
- Funds reported $276M of WisdomTree US SmallCap Earnings Fund stock for Q4 2017, up 9.5% quarter-over-quarter.
- 17 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2017 was Morgan Stanley, an estimated $3.29M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2017 was TMD & Associates, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2017.