WisdomTree US LargeCap Fund
29 hedge funds and large institutions have $41.9M invested in WisdomTree US LargeCap Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
16% more capital invested
Capital invested by funds: $36M → $41.9M (+$5.9M)
7.05% more ownership
Funds ownership: 89.35% → 96.4% (+7%)
4% more funds holding
Funds holding: 28 → 29 (+1)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.19M |
| 2 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$499K |
| 3 |
Jane Street
New York
|
+$405K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$304K |
| 5 |
LPL Financial
San Diego,
California
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$571K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$306K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$87.8K |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $141K | -$87.8K | -3,276 | -39% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $87K | +$80 | +3 | +0.1% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $71K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$14K | -543 | Closed |
|
EPS Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2017, worth a combined $41.9M — up 16% from $36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPS positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.19M. The largest seller was Susquehanna International Group, cutting an estimated $2.21M.
- 29 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2017, up from 28 in Q4 2016.
- Funds reported $41.9M of WisdomTree US LargeCap Fund stock for Q1 2017, up 16% quarter-over-quarter.
- 3 funds opened new WisdomTree US LargeCap Fund positions in Q1 2017 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2017 was Morgan Stanley, an estimated $5.19M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2017 was Susquehanna International Group, an estimated $2.21M sold.
Based on aggregated 13F filings for Q1 2017.