WisdomTree US SmallCap Earnings Fund
EES
72 hedge funds and large institutions have $246M invested in WisdomTree US SmallCap Earnings Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 6 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $223M → $246M (+$22.5M)
3% more funds holding
Funds holding: 70 → 72 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
98.25% less ownership
Funds ownership: 148.18% → 49.94% (-98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.09M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$3.55M |
| 4 |
Jane Street
New York
|
+$2.16M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.13M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$864K |
| 4 |
Goldman Sachs
New York
|
-$801K |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$461K |
EES Hedge Fund Activity: Q1 2017 in Review
72 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2017, worth a combined $246M — up 10% from $223M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EES positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.13M sold.
- 72 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2017, up from 70 in Q4 2016.
- Funds reported $246M of WisdomTree US SmallCap Earnings Fund stock for Q1 2017, up 10% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2017 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2017 was Bank of America, an estimated $13.7M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2017 was Citadel Advisors, an estimated $7.13M sold.
Based on aggregated 13F filings for Q1 2017.