WisdomTree US SmallCap Earnings Fund
EES
70 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
18% more capital invested
Capital invested by funds: $189M → $223M (+$34.4M)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
9% more funds holding
Funds holding: 64 → 70 (+6)
4.82% more ownership
Funds ownership: 143.37% → 148.18% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.33M |
| 2 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$2.82M |
| 3 |
Morgan Stanley
New York
|
+$1.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.19M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.13M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.29M |
| 5 |
Goldman Sachs
New York
|
-$388K |
EES Hedge Fund Activity: Q4 2016 in Review
70 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2016, worth a combined $223M — up 18% from $189M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EES positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $6.33M. The largest seller was Jane Street, exiting entirely with an estimated $3.51M sold.
- 70 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2016, up from 64 in Q3 2016.
- Funds reported $223M of WisdomTree US SmallCap Earnings Fund stock for Q4 2016, up 18% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2016 and 3 closed out, a net change of +6 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2016 was Citadel Advisors, an estimated $6.33M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2016 was Jane Street, an estimated $3.51M sold.
Based on aggregated 13F filings for Q4 2016.