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WisdomTree US SmallCap Earnings Fund
EES

37 hedge funds and large institutions have $103M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

156.4% more ownership

Funds ownership: 0% → 156.4% (+156%)

Holders
37
Holders Change
+37
Holders Change %
–
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$30.2M +$29.2M +1,354,746 New
EIA
2
Edgemoor Investment Advisors
Maryland
$8.38M +$8.12M +376,278 New
GI
3
Gradient Investments
Minnesota
$7.16M +$6.93M +321,321 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.12M +$5.93M +274,986 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.68M +$5.5M +254,979 New
U
6
UBS
Switzerland
$5.38M +$5.21M +241,389 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.91M +$4.75M +220,389 New
Bank of America
8
Bank of America
North Carolina
$4.56M +$4.42M +204,711 New
CIC
9
Cutler Investment Counsel
Oregon
$4.36M +$4.22M +195,786 New
Wells Fargo
10
Wells Fargo
California
$4.18M +$4.05M +187,557 New
Ameriprise
11
Ameriprise
Minnesota
$3.07M +$2.97M +137,826 New
Morgan Stanley
12
Morgan Stanley
New York
$3.05M +$2.95M +136,935 New
CEMP
13
Compass Efficient Model Portfolios
Tennessee
$2.74M +$2.65M +122,844 New
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.22M +$2.15M +99,510 New
MWP
15
Moller Wealth Partners
$1.47M +$1.42M +65,973 New
LPL Financial
16
LPL Financial
California
$1.43M +$1.39M +64,233 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$972K +$942K +43,650 New
Citigroup
18
Citigroup
New York
$916K +$887K +41,133 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$869K +$842K +39,015 New
CANC
20
Culbertson A N & Co
Virginia
$785K +$760K +35,250 New
PI
21
Placemark Investments
Illinois
$655K +$635K +29,439 New
LIA
22
LBMC Investment Advisors
Tennessee
$475K +$460K +21,345 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$449K +$435K +20,184 New
FIM
24
Freedom Investment Management
Connecticut
$412K +$399K +18,492 New
JP Morgan Chase
25
JP Morgan Chase
New York
$366K +$355K +16,443 New
1
2

EES Hedge Fund Activity: Q2 2013 in Review

37 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2013, worth a combined $103M.

Buyers outnumbered sellers: 37 funds opened new EES positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.

  • 37 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $103M of WisdomTree US SmallCap Earnings Fund stock for Q2 2013.
  • 37 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2013 and 0 closed out, a net change of +37 holders.

Based on aggregated 13F filings for Q2 2013.