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WisdomTree US LargeCap Fund
EPS

29 hedge funds and large institutions have $37.8M invested in WisdomTree US LargeCap Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 29 → 29 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.75% less ownership

Funds ownership: 99.49% → 98.74% (-0.75%)

4% less capital invested

Capital invested by funds: $39.2M → $37.8M (-$1.42M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$849K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$225K
4
Bank of America
Bank of America
North Carolina
+$133K
5
GWM
Geneos Wealth Management
Colorado
+$90.7K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.07M
2
Morgan Stanley
Morgan Stanley
New York
-$436K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$219K
4
AIG
American International Group
New York
-$141K
5
UBS Group
UBS Group
Switzerland
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$67K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$62K -$4.19K -180 -6%
HR
28
Howe & Rusling
New York
$25K – – –
AIG
29
American International Group
New York
– -$141K -6,063 Closed
1
2

EPS Hedge Fund Activity: Q2 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2016, worth a combined $37.8M — down 3.6% from $39.2M a quarter earlier.

Fund positioning in EPS was balanced in Q2 2016: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.2M. The largest seller was LPL Financial, cutting an estimated $3.07M.

  • 29 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $37.8M of WisdomTree US LargeCap Fund stock for Q2 2016, down 3.6% quarter-over-quarter.
  • 2 funds opened new WisdomTree US LargeCap Fund positions in Q2 2016 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2016 was Ladenburg Thalmann Financial Services, an estimated $1.2M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2016 was LPL Financial, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2016.