WisdomTree US SmallCap Earnings Fund
EES
EES
159 hedge funds and large institutions have $411M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
43% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 58
Holders
159
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$28.9M | |
| 2 | +$4.31M | |
| 3 | +$1.82M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.64M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.41M |
Top Sellers
| 1 | -$3.88M | |
| 2 | -$2.19M | |
| 3 | -$2.17M | |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.07M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$842K |