WisdomTree US LargeCap Fund
28 hedge funds and large institutions have $46.3M invested in WisdomTree US LargeCap Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
11% more capital invested
Capital invested by funds: $41.9M → $46.3M (+$4.43M)
3.98% more ownership
Funds ownership: 96.4% → 100.37% (+4%)
3% less funds holding
Funds holding: 29 → 28 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.21M |
| 3 |
Morgan Stanley
New York
|
+$339K |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$281K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$232K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $73K | – | – | – |
|
|
LNB
27
Ledyard National Bank
| $13K | +$12.8K | +465 | New |
|
|
SIAS
28
Shine Investment Advisory Services
Lone Tree,
Colorado
| $9K | +$8.84K | +321 | New |
|
|
CIC
29
Cutler Investment Counsel
Jacksonville,
Oregon
| – | -$633K | -23,322 | Closed |
|
30
Jane Street
New York
| – | -$410K | -15,099 | Closed |
|
31
SG Americas Securities
New York
| – | -$155K | -5,700 | Closed |
|
EPS Hedge Fund Activity: Q2 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2017, worth a combined $46.3M — up 11% from $41.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EPS and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 15 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.78M. The largest seller was Cutler Investment Counsel, exiting entirely with an estimated $633K sold.
- 28 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2017, down from 29 in Q1 2017.
- Funds reported $46.3M of WisdomTree US LargeCap Fund stock for Q2 2017, up 11% quarter-over-quarter.
- 2 funds opened new WisdomTree US LargeCap Fund positions in Q2 2017 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $1.78M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2017 was Cutler Investment Counsel, an estimated $633K sold.
Based on aggregated 13F filings for Q2 2017.