WisdomTree US SmallCap Earnings Fund
EES
116 hedge funds and large institutions have $331M invested in WisdomTree US SmallCap Earnings Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 12 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more capital invested
Capital invested by funds: $291M → $331M (+$39.5M)
8.07% more ownership
Funds ownership: 53.09% → 61.16% (+8.1%)
1% less funds holding
Funds holding: 117 → 116 (-1)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$19.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$3.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$836K |
EES Hedge Fund Activity: Q3 2022 in Review
116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2022, worth a combined $331M — up 14% from $291M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EES and 11 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 34 added.
The largest buyer was LPL Financial, adding an estimated $22M. The largest seller was Zurich Insurance Group, cutting an estimated $3.47M.
- 116 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2022, down from 117 in Q2 2022.
- Funds reported $331M of WisdomTree US SmallCap Earnings Fund stock for Q3 2022, up 14% quarter-over-quarter.
- 11 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2022 and 12 closed out, a net change of -1 holder.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2022 was LPL Financial, an estimated $22M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2022 was Zurich Insurance Group, an estimated $3.47M sold.
Based on aggregated 13F filings for Q3 2022.