WisdomTree US LargeCap Fund
27 hedge funds and large institutions have $40.6M invested in WisdomTree US LargeCap Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
1.82% more ownership
Funds ownership: 84.91% → 86.74% (+1.8%)
4% more capital invested
Capital invested by funds: $39M → $40.6M (+$1.63M)
4% less funds holding
Funds holding: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.48M |
| 2 |
Morgan Stanley
New York
|
+$3.16M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 4 |
Goldman Sachs
New York
|
+$999K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$1.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$674K |
| 4 |
MWP
Moller Wealth Partners
|
-$220K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| $40K | – | – | – |
|
27
Citigroup
New York
| $12K | +$8.74K | +366 | +305% |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$101K | -4,245 | Closed |
|
|
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$34K | -1,419 | Closed |
|
EPS Hedge Fund Activity: Q1 2015 in Review
27 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2015, worth a combined $40.6M — up 4.2% from $39M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPS positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.48M. The largest seller was Susquehanna International Group, cutting an estimated $1.82M.
- 27 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2015, down from 28 in Q4 2014.
- Funds reported $40.6M of WisdomTree US LargeCap Fund stock for Q1 2015, up 4.2% quarter-over-quarter.
- 3 funds opened new WisdomTree US LargeCap Fund positions in Q1 2015 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2015 was Envestnet Asset Management, an estimated $4.48M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2015 was Susquehanna International Group, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2015.