WisdomTree US SmallCap Earnings Fund
EES
48 hedge funds and large institutions have $183M invested in WisdomTree US SmallCap Earnings Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
52% more capital invested
Capital invested by funds: $121M → $183M (+$62.6M)
17% more funds holding
Funds holding: 41 → 48 (+7)
8.43% more ownership
Funds ownership: 130.48% → 138.91% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 2 |
Morgan Stanley
New York
|
+$8.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.69M |
| 4 |
SG Americas Securities
New York
|
+$5.21M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$438K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$238K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$188K |
| 4 |
MWP
Moller Wealth Partners
|
-$176K |
| 5 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$118K |
EES Hedge Fund Activity: Q4 2013 in Review
48 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2013, worth a combined $183M — up 52% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EES positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $438K sold.
- 48 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2013, up from 41 in Q3 2013.
- Funds reported $183M of WisdomTree US SmallCap Earnings Fund stock for Q4 2013, up 52% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2013 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2013 was Bank of America, an estimated $13.4M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2013 was Goldman Sachs, an estimated $438K sold.
Based on aggregated 13F filings for Q4 2013.