WisdomTree US LargeCap Fund
26 hedge funds and large institutions have $37.8M invested in WisdomTree US LargeCap Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
0.28% less ownership
Funds ownership: 91.2% → 90.93% (-0.28%)
9% less capital invested
Capital invested by funds: $41.5M → $37.8M (-$3.67M)
10% less funds holding
Funds holding: 29 → 26 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
Top Sellers
| 1 |
MWP
Moller Wealth Partners
|
-$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$724K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$322K |
| 4 |
Jane Street
New York
|
-$284K |
| 5 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
26
Moller Wealth Partners
| – | -$1.56M | -65,445 | Closed |
|
|
CA
27
Cetera Advisors
Denver,
Colorado
| – | -$322K | -13,515 | Closed |
|
|
PCM
28
Parsons Capital Management
Providence,
Rhode Island
| – | -$224K | -9,417 | Closed |
|
29
Citigroup
New York
| – | -$7K | -288 | Closed |
|
|
W
30
Wealthfront
Palo Alto,
California
| – | -$1K | -39 | Closed |
|
EPS Hedge Fund Activity: Q3 2015 in Review
26 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2015, worth a combined $37.8M — down 8.8% from $41.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EPS and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.09M. The largest seller was Moller Wealth Partners, exiting entirely with an estimated $1.56M sold.
- 26 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2015, down from 29 in Q2 2015.
- Funds reported $37.8M of WisdomTree US LargeCap Fund stock for Q3 2015, down 8.8% quarter-over-quarter.
- 2 funds opened new WisdomTree US LargeCap Fund positions in Q3 2015 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $2.09M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2015 was Moller Wealth Partners, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2015.