WisdomTree US SmallCap Earnings Fund
EES
145 hedge funds and large institutions have $405M invested in WisdomTree US SmallCap Earnings Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
48% more capital inflows, than outflows
Capital inflows: $42.1M | Capital outflows: $28.5M
7% more funds holding
Funds holding: 135 → 145 (+10)
3.78% more ownership
Funds ownership: 58.62% → 62.4% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
23% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18.5M |
| 2 |
Invenio Wealth Partners
Coral Gables,
Florida
|
+$3.5M |
| 3 |
Steward Partners Investment Advisory
New York
|
+$2.26M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 5 |
GTS Securities
Miami,
Florida
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$4.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.65M |
| 4 |
JP Morgan Chase
New York
|
-$1.39M |
| 5 |
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.01M |
EES Hedge Fund Activity: Q1 2024 in Review
145 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2024, worth a combined $405M — up 4.4% from $388M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EES positions and 4 closed out — a net gain of 10 holders — while 41 added to existing stakes and 53 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $18.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12M.
- 145 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2024, up from 135 in Q4 2023.
- Funds reported $405M of WisdomTree US SmallCap Earnings Fund stock for Q1 2024, up 4.4% quarter-over-quarter.
- 14 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2024 and 4 closed out, a net change of +10 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $18.5M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2024.