WisdomTree US SmallCap Earnings Fund
EES
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
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
Holders
145
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$19.2M | |
| 2 | +$3.64M | |
| 3 | +$2.36M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.08M |
| 5 |
GS
GTS Securities
New York
|
+$2.06M |
Top Sellers
| 1 | -$44.5M | |
| 2 | -$12.5M | |
| 3 | -$4.86M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.81M |
| 5 |
JP Morgan Chase
New York
|
-$1.45M |