WisdomTree US SmallCap Earnings Fund
EES
145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
7% more funds holding
Funds holding: 135 → 145 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.97% less ownership
Funds ownership: 65.37% → 62.4% (-3%)
6% less capital invested
Capital invested by funds: $433M → $405M (-$27.8M)
26% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18.5M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$3.5M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.26M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 5 |
GS
GTS Securities
New York
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.86M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.65M |
| 5 |
JP Morgan Chase
New York
|
-$1.39M |
EES Hedge Fund Activity: Q1 2024 in Review
145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2024, worth a combined $405M — down 6.4% from $433M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EES positions and 4 closed out — a net gain of 10 holders — while 40 added to existing stakes and 54 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $42.7M.
- 145 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2024, up from 135 in Q4 2023.
- Funds reported $405M of WisdomTree US SmallCap Earnings Fund stock for Q1 2024, down 6.4% quarter-over-quarter.
- 14 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2024 and 4 closed out, a net change of +10 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $18.5M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2024 was Morgan Stanley, an estimated $42.7M sold.
Based on aggregated 13F filings for Q1 2024.