WisdomTree US SmallCap Earnings Fund
EES
143 hedge funds and large institutions have $345M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 45
1% less funds holding
Funds holding: 145 → 143 (-2)
3.35% less ownership
Funds ownership: 62.4% → 59.05% (-3.4%)
15% less capital invested
Capital invested by funds: $405M → $345M (-$59.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$3.36M |
| 2 |
Jane Street
New York
|
+$2.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.31M |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$942K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$803K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.19M |
| 3 |
Morgan Stanley
New York
|
-$4.43M |
| 4 |
GS
GTS Securities
New York
|
-$2.06M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.99M |
EES Hedge Fund Activity: Q2 2024 in Review
143 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2024, worth a combined $345M — down 15% from $405M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EES positions and 8 closed out — a net gain of 1 holder — while 44 added to existing stakes and 45 trimmed.
The largest buyer was Global Retirement Partners, adding an estimated $3.36M. The largest seller was LPL Financial, cutting an estimated $7.91M.
- 143 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2024, down from 145 in Q1 2024.
- Funds reported $345M of WisdomTree US SmallCap Earnings Fund stock for Q2 2024, down 15% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2024 and 8 closed out, a net change of +1 holder.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2024 was Global Retirement Partners, an estimated $3.36M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2024 was LPL Financial, an estimated $7.91M sold.
Based on aggregated 13F filings for Q2 2024.