WisdomTree US SmallCap Earnings Fund
EES
116 hedge funds and large institutions have $332M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $335M → $332M (-$2.27M)
0.93% less ownership
Funds ownership: 58.38% → 57.45% (-0.93%)
2% less funds holding
Funds holding: 118 → 116 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
52% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.39M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.24M |
| 3 |
Morgan Stanley
New York
|
+$1.18M |
| 4 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$699K |
| 5 |
LPL Financial
San Diego,
California
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$4.87M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.72M |
| 4 |
Goldman Sachs
New York
|
-$1.32M |
| 5 |
OPW
Oxler Private Wealth
Rye Brook,
New York
|
-$1.04M |
EES Hedge Fund Activity: Q2 2023 in Review
116 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2023, worth a combined $332M — down 0.68% from $335M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EES and 7 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 25 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.39M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.87M sold.
- 116 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2023, down from 118 in Q1 2023.
- Funds reported $332M of WisdomTree US SmallCap Earnings Fund stock for Q2 2023, down 0.68% quarter-over-quarter.
- 7 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2023 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $1.39M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2023 was Flow Traders U.S., an estimated $4.87M sold.
Based on aggregated 13F filings for Q2 2023.