WisdomTree US SmallCap Earnings Fund
EES
112 hedge funds and large institutions have $245M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 47 reducing their positions, and 35 closing their positions.
2.97% more ownership
Funds ownership: 55.5% → 58.47% (+3%)
19% less funds holding
Funds holding: 139 → 112 (-27)
40% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 47
47% less capital invested
Capital invested by funds: $462M → $245M (-$217M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
66% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$18M |
| 2 |
HFA
Huber Financial Advisors
Lincolnshire,
Illinois
|
+$5.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.34M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$3.54M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$6.76M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.1M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$4.65M |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$3.97M |
EES Hedge Fund Activity: Q1 2020 in Review
112 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2020, worth a combined $245M — down 47% from $462M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of EES and 12 opened new positions — a net loss of 23 holders — while 47 trimmed existing stakes and 28 added.
The largest buyer was Savant Capital, opening a new position worth an estimated $18M. The largest seller was Bank of America, cutting an estimated $16.8M.
- 112 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2020, down from 139 in Q4 2019.
- Funds reported $245M of WisdomTree US SmallCap Earnings Fund stock for Q1 2020, down 47% quarter-over-quarter.
- 12 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2020 and 35 closed out, a net change of -23 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2020 was Savant Capital, an estimated $18M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2020 was Bank of America, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2020.