WisdomTree US SmallCap Earnings Fund
EES
135 hedge funds and large institutions have $433M invested in WisdomTree US SmallCap Earnings Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
34% more capital invested
Capital invested by funds: $323M → $433M (+$110M)
10.5% more ownership
Funds ownership: 54.87% → 65.37% (+11%)
8% more funds holding
Funds holding: 125 → 135 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.8M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$8.75M |
| 4 |
JP Morgan Chase
New York
|
+$2.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.12M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.38M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.36M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$795K |
EES Hedge Fund Activity: Q4 2023 in Review
135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2023, worth a combined $433M — up 34% from $323M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EES positions and 8 closed out — a net gain of 11 holders — while 39 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40.6M. The largest seller was Citadel Advisors, cutting an estimated $2.28M.
- 135 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2023, up from 125 in Q3 2023.
- Funds reported $433M of WisdomTree US SmallCap Earnings Fund stock for Q4 2023, up 34% quarter-over-quarter.
- 19 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2023 and 8 closed out, a net change of +11 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2023 was Morgan Stanley, an estimated $40.6M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2023 was Citadel Advisors, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2023.