WisdomTree US SmallCap Earnings Fund
EES
103 hedge funds and large institutions have $371M invested in WisdomTree US SmallCap Earnings Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 7 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 19
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
7% more capital invested
Capital invested by funds: $348M → $371M (+$23M)
4% more funds holding
Funds holding: 99 → 103 (+4)
2.06% less ownership
Funds ownership: 50.27% → 48.21% (-2.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.82M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.31M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.13M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.8M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$771K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$650K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$640K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$455K |
EES Hedge Fund Activity: Q3 2018 in Review
103 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2018, worth a combined $371M — up 6.6% from $348M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EES positions and 7 closed out — a net gain of 4 holders — while 43 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $3.82M. The largest seller was Atria Investments, cutting an estimated $2.8M.
- 103 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2018, up from 99 in Q2 2018.
- Funds reported $371M of WisdomTree US SmallCap Earnings Fund stock for Q3 2018, up 6.6% quarter-over-quarter.
- 11 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2018 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2018 was Bank of America, an estimated $3.82M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2018 was Atria Investments, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2018.