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 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
18% more capital invested
Capital invested by funds: $189M → $223M (+$34.5M)
11% more funds holding
Funds holding: 63 → 70 (+7)
4.84% more ownership
Funds ownership: 143.34% → 148.18% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 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
| 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 4,000 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: 10 funds opened new EES positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 19 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 63 in Q3 2016.
- Funds reported $223M of WisdomTree US SmallCap Earnings Fund stock for Q4 2016, up 18% quarter-over-quarter.
- 10 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2016 and 3 closed out, a net change of +7 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.