WisdomTree US SmallCap Earnings Fund
EES
107 hedge funds and large institutions have $202M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 20 closing their positions.
4% less funds holding
Funds holding: 112 → 107 (-5)
7.74% less ownership
Funds ownership: 58.47% → 50.73% (-7.7%)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
17% less capital invested
Capital invested by funds: $245M → $202M (-$42.8M)
32% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 41
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$2.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.79M |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$31.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 3 |
Morgan Stanley
New York
|
-$15.1M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$6.79M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$3.82M |
EES Hedge Fund Activity: Q2 2020 in Review
107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2020, worth a combined $202M — down 17% from $245M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of EES and 17 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 28 added.
The largest buyer was Savant Capital, adding an estimated $2.5M. The largest seller was SVA Wealth Management, cutting an estimated $31.9M.
- 107 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2020, down from 112 in Q1 2020.
- Funds reported $202M of WisdomTree US SmallCap Earnings Fund stock for Q2 2020, down 17% quarter-over-quarter.
- 17 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2020 and 20 closed out, a net change of -3 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2020 was Savant Capital, an estimated $2.5M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2020 was SVA Wealth Management, an estimated $31.9M sold.
Based on aggregated 13F filings for Q2 2020.