WisdomTree US SmallCap Earnings Fund
EES
122 hedge funds and large institutions have $422M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.
150% more capital inflows, than outflows
Capital inflows: $50.8M | Capital outflows: $20.3M
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
2.09% more ownership
Funds ownership: 50.76% → 52.86% (+2.1%)
0% more funds holding
Funds holding: 122 → 122 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.2M |
| 2 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$3.88M |
| 3 |
Huber Financial Advisors
Lincolnshire,
Illinois
|
+$2.84M |
| 4 |
Jane Street
New York
|
+$2.22M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.08M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.73M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.68M |
| 5 |
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.81M |
EES Hedge Fund Activity: Q3 2019 in Review
122 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2019, worth a combined $422M — up 7.2% from $393M a quarter earlier.
Fund positioning in EES was balanced in Q3 2019: 11 funds opened new positions, 11 closed out, 50 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $22.2M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $4.57M.
- 122 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $422M of WisdomTree US SmallCap Earnings Fund stock for Q3 2019, up 7.2% quarter-over-quarter.
- 11 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2019 and 11 closed out, a net change of 0 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2019 was Bank of America, an estimated $22.2M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $4.57M sold.
Based on aggregated 13F filings for Q3 2019.