WisdomTree US SmallCap Earnings Fund
EES
53 hedge funds and large institutions have $203M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 0 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $183M → $203M (+$20.2M)
10% more funds holding
Funds holding: 48 → 53 (+5)
0.3% less ownership
Funds ownership: 138.91% → 138.61% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$11.4M |
| 2 |
Jane Street
New York
|
+$4.65M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.59M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$2.43M |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.9M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.51M |
| 5 |
AIG
American International Group
New York
|
-$899K |
EES Hedge Fund Activity: Q1 2014 in Review
53 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2014, worth a combined $203M — up 11% from $183M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EES positions and 0 closed out — a net gain of 6 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was SVA Wealth Management, adding an estimated $11.4M. The largest seller was SG Americas Securities, cutting an estimated $3.81M.
- 53 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2014, up from 48 in Q4 2013.
- Funds reported $203M of WisdomTree US SmallCap Earnings Fund stock for Q1 2014, up 11% quarter-over-quarter.
- 6 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2014 and 0 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2014 was SVA Wealth Management, an estimated $11.4M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2014 was SG Americas Securities, an estimated $3.81M sold.
Based on aggregated 13F filings for Q1 2014.