WisdomTree US SmallCap Earnings Fund
EES
139 hedge funds and large institutions have $462M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
14% more funds holding
Funds holding: 122 → 139 (+17)
10% more capital invested
Capital invested by funds: $422M → $462M (+$40.4M)
2.67% more ownership
Funds ownership: 52.86% → 55.53% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$4.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$3.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.49M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$14.8M |
| 2 |
Jane Street
New York
|
-$3.16M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$2.58M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.57M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$2.52M |
EES Hedge Fund Activity: Q4 2019 in Review
139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2019, worth a combined $462M — up 9.6% from $422M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EES positions and 12 closed out — a net gain of 18 holders — while 44 added to existing stakes and 36 trimmed.
The largest buyer was 9258 Wealth Management, opening a new position worth an estimated $4.15M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $14.8M sold.
- 139 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2019, up from 122 in Q3 2019.
- Funds reported $462M of WisdomTree US SmallCap Earnings Fund stock for Q4 2019, up 9.6% quarter-over-quarter.
- 30 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2019 and 12 closed out, a net change of +18 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2019 was 9258 Wealth Management, an estimated $4.15M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2019 was Daido Life Insurance Company, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2019.