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WisdomTree US SmallCap Earnings Fund
EES

112 hedge funds and large institutions have $223M invested in WisdomTree US SmallCap Earnings Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $189M → $223M (+$33.3M)

15% more funds holding

Funds holding: 97 → 112 (+15)

0.17% more ownership

Funds ownership: 49.84% → 50.01% (+0.17%)

41% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 41

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
24
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$9.9M
2
Bank of America
Bank of America
North Carolina
+$2.93M
3
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$1.49M
4
AWA
Arkadios Wealth Advisors
Georgia
+$1.23M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$925K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.31M
3
Morgan Stanley
Morgan Stanley
New York
-$3.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
5
Ameriprise
Ameriprise
Minnesota
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.6M -$3.22M -91,990 -13%
SC
2
Savant Capital
Illinois
$21.5M -$1.61M -46,019 -8%
Bank of America
3
Bank of America
North Carolina
$19.7M +$2.93M +83,718 +20%
LW
4
Linscomb Wealth
Texas
$17.5M -$1.55M -44,302 -9%
UBS Group
5
UBS Group
Switzerland
$13.9M -$688K -19,627 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.2M +$925K +26,402 +9%
EF
7
Empowered Funds
Pennsylvania
$11M +$9.9M +282,524 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.48M -$402K -11,463 -6%
FA
9
Forefront Analytics
Pennsylvania
$7.3M +$411K +11,722 +7%
Ameriprise
10
Ameriprise
Minnesota
$7.25M -$2.3M -65,783 -26%
AW
11
ACG Wealth
Georgia
$5.27M -$1.57M -44,749 -25%
SAM
12
Smithbridge Asset Management
Pennsylvania
$3.95M +$42.1K +1,203 +1%
LPL Financial
13
LPL Financial
California
$3.93M +$199K +5,675 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.88M -$526K -15,017 -13%
Wells Fargo
15
Wells Fargo
California
$3.74M +$351K +10,028 +12%
9WM
16
9258 Wealth Management
Ohio
$3.61M -$123K -3,525 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.43M -$3.31M -94,449 -52%
TVAMP
18
Tennessee Valley Asset Management Partners
Tennessee
$3.38M +$1.49M +42,497 +96%
BFG
19
Berger Financial Group
Minnesota
$2.99M +$2.69M +76,710 New
CAN
20
Cetera Advisor Networks
California
$2.97M -$307K -8,772 -10%
PA
21
PSI Advisors
Florida
$2.6M -$198K -5,664 -8%
CANC
22
Culbertson A N & Co
Virginia
$2.54M -$91.8K -2,620 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$2.1M -$3.15M -90,005 -62%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$2.06M +$1.85M +52,791 New
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.91M +$201K +5,726 +13%
1
2 3 4 5

EES Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2020, worth a combined $223M — up 18% from $189M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EES positions and 7 closed out — a net gain of 17 holders — while 24 added to existing stakes and 41 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $9.9M. The largest seller was Susquehanna International Group, cutting an estimated $4.5M.

  • 112 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $223M of WisdomTree US SmallCap Earnings Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 24 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2020 and 7 closed out, a net change of +17 holders.
  • The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2020 was Empowered Funds, an estimated $9.9M added.
  • The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2020 was Susquehanna International Group, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2020.