WisdomTree US SmallCap Earnings Fund
EES
70 hedge funds and large institutions have $180M invested in WisdomTree US SmallCap Earnings Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
19% more funds holding
Funds holding: 59 → 70 (+11)
8% more capital invested
Capital invested by funds: $167M → $180M (+$13.7M)
4.2% more ownership
Funds ownership: 124.04% → 128.24% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7M |
| 2 |
Morgan Stanley
New York
|
+$3.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.83M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$7.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.81M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.24M |
| 4 |
SG Americas Securities
New York
|
-$2.13M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.41M |
EES Hedge Fund Activity: Q4 2014 in Review
70 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2014, worth a combined $180M — up 8.2% from $167M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EES positions and 3 closed out — a net gain of 13 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7M. The largest seller was 3D Asset Management, cutting an estimated $7.11M.
- 70 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $180M of WisdomTree US SmallCap Earnings Fund stock for Q4 2014, up 8.2% quarter-over-quarter.
- 16 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2014 and 3 closed out, a net change of +13 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2014 was Jane Street, an estimated $7M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2014 was 3D Asset Management, an estimated $7.11M sold.
Based on aggregated 13F filings for Q4 2014.