WisdomTree US SmallCap Earnings Fund
EES
117 hedge funds and large institutions have $291M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.65% less ownership
Funds ownership: 55.73% → 53.09% (-2.6%)
4% less funds holding
Funds holding: 122 → 117 (-5)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
18% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 40
24% less capital invested
Capital invested by funds: $383M → $291M (-$91.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.91M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$14.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.67M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.06M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$6.37M |
| 5 |
Morgan Stanley
New York
|
-$3.89M |
EES Hedge Fund Activity: Q2 2022 in Review
117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2022, worth a combined $291M — down 24% from $383M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of EES and 17 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.
The largest buyer was Wells Fargo, adding an estimated $3.14M. The largest seller was Gradient Investments, cutting an estimated $14.9M.
- 117 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2022, down from 122 in Q1 2022.
- Funds reported $291M of WisdomTree US SmallCap Earnings Fund stock for Q2 2022, down 24% quarter-over-quarter.
- 17 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2022 and 20 closed out, a net change of -3 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2022 was Wells Fargo, an estimated $3.14M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2022 was Gradient Investments, an estimated $14.9M sold.
Based on aggregated 13F filings for Q2 2022.