WisdomTree US SmallCap Earnings Fund
EES
148 hedge funds and large institutions have $375M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 59 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $345M → $375M (+$29.9M)
3% more funds holding
Funds holding: 143 → 148 (+5)
0.23% more ownership
Funds ownership: 59.05% → 59.28% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
42% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.44M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.86M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$2.13M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.11M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$9.55M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6M |
| 3 |
Jane Street
New York
|
-$2.26M |
| 4 |
Morgan Stanley
New York
|
-$2.08M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWD
151
True Wealth Design
Akron,
Ohio
| – | -$897K | -19,027 | Closed |
|
|
FTUS
152
Flow Traders U.S.
New York
| – | -$304K | -6,441 | Closed |
|
|
EFS
153
Essex Financial Services
Essex,
Connecticut
| – | -$277K | -5,640 | Closed |
|
154
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$221K | -4,682 | Closed |
|
|
RFA
155
Register Financial Advisors
Atlanta,
Georgia
| – | -$78.2K | -1,660 | Closed |
|
156
Simplex Trading
Chicago,
Illinois
| – | -$21K | -453 | Closed |
|
|
GI
157
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.54K | -75 | Closed |
|
|
MFT
158
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2.26K | -48 | Closed |
|
EES Hedge Fund Activity: Q3 2024 in Review
148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2024, worth a combined $375M — up 8.7% from $345M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EES positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 59 trimmed.
The largest buyer was Bank of America, adding an estimated $4.44M. The largest seller was Freedom Investment Management, cutting an estimated $9.55M.
- 148 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2024, up from 143 in Q2 2024.
- Funds reported $375M of WisdomTree US SmallCap Earnings Fund stock for Q3 2024, up 8.7% quarter-over-quarter.
- 16 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2024 and 10 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2024 was Bank of America, an estimated $4.44M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2024 was Freedom Investment Management, an estimated $9.55M sold.
Based on aggregated 13F filings for Q3 2024.