WisdomTree US SmallCap Earnings Fund
EES
65 hedge funds and large institutions have $162M invested in WisdomTree US SmallCap Earnings Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
2% more funds holding
Funds holding: 64 → 65 (+1)
0% more capital invested
Capital invested by funds: $162M → $162M (+$391K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.21% less ownership
Funds ownership: 132.28% → 131.06% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$766K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.61M |
| 4 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$1.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$913K |
EES Hedge Fund Activity: Q4 2015 in Review
65 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2015, worth a combined $162M — up 0.24% from $162M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EES positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, adding an estimated $1.79M. The largest seller was Morgan Stanley, cutting an estimated $6.06M.
- 65 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2015, up from 64 in Q3 2015.
- Funds reported $162M of WisdomTree US SmallCap Earnings Fund stock for Q4 2015, up 0.24% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2015 and 8 closed out, a net change of +1 holder.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2015 was Jane Street, an estimated $1.79M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2015 was Morgan Stanley, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2015.