WisdomTree US SmallCap Earnings Fund
EES
64 hedge funds and large institutions have $189M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $173M → $189M (+$15.3M)
3.29% more ownership
Funds ownership: 140.08% → 143.37% (+3.3%)
2% more funds holding
Funds holding: 63 → 64 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$3.96M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.81M |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$1.17M |
| 4 |
Jane Street
New York
|
+$1.14M |
| 5 |
Morgan Stanley
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.16M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$783K |
EES Hedge Fund Activity: Q3 2016 in Review
64 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2016, worth a combined $189M — up 8.9% from $173M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EES positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was SVA Wealth Management, adding an estimated $3.96M. The largest seller was Goldman Sachs, cutting an estimated $4.16M.
- 64 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2016, up from 63 in Q2 2016.
- Funds reported $189M of WisdomTree US SmallCap Earnings Fund stock for Q3 2016, up 8.9% quarter-over-quarter.
- 6 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2016 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2016 was SVA Wealth Management, an estimated $3.96M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2016 was Goldman Sachs, an estimated $4.16M sold.
Based on aggregated 13F filings for Q3 2016.