WisdomTree US SmallCap Earnings Fund
EES
122 hedge funds and large institutions have $393M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
75% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 28
9% more capital invested
Capital invested by funds: $361M → $393M (+$32.2M)
5% more funds holding
Funds holding: 116 → 122 (+6)
1.38% more ownership
Funds ownership: 49.39% → 50.76% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$9.47M |
| 2 |
HFA
Huber Financial Advisors
Lincolnshire,
Illinois
|
+$8.69M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.48M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.95M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$16.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.27M |
| 4 |
Rockefeller Capital Management
New York
|
-$2.05M |
| 5 |
LPL Financial
San Diego,
California
|
-$770K |
EES Hedge Fund Activity: Q2 2019 in Review
122 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2019, worth a combined $393M — up 8.9% from $361M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EES positions and 9 closed out — a net gain of 7 holders — while 49 added to existing stakes and 28 trimmed.
The largest buyer was ACG Wealth, adding an estimated $9.47M. The largest seller was UBS Group, cutting an estimated $16.8M.
- 122 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2019, up from 116 in Q1 2019.
- Funds reported $393M of WisdomTree US SmallCap Earnings Fund stock for Q2 2019, up 8.9% quarter-over-quarter.
- 16 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2019 and 9 closed out, a net change of +7 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2019 was ACG Wealth, an estimated $9.47M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2019 was UBS Group, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2019.