WisdomTree US LargeCap Fund
33 hedge funds and large institutions have $60.3M invested in WisdomTree US LargeCap Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
10% more funds holding
Funds holding: 30 → 33 (+3)
9% more capital invested
Capital invested by funds: $55.2M → $60.3M (+$5.16M)
0.1% more ownership
Funds ownership: 32.59% → 32.69% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$4.71M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$600K |
| 3 |
Jane Street
New York
|
+$425K |
| 4 |
Morgan Stanley
New York
|
+$398K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$162K |
| 2 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$93.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$73.5K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$52.4K |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$34.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $182K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $100K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $79K | – | – | – |
|
|
CCA
29
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $24K | +$25.3K | +801 | New |
|
|
LNB
30
Ledyard National Bank
| $14K | – | – | – |
|
|
SIAS
31
Shine Investment Advisory Services
Lone Tree,
Colorado
| $10K | – | – | – |
|
|
WP
32
WealthShield Partners
Cary,
North Carolina
| $6K | +$5.9K | +187 | New |
|
|
CA
33
Calton & Associates
Tampa,
Florida
| – | -$17K | -540 | Closed |
|
EPS Hedge Fund Activity: Q1 2018 in Review
33 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2018, worth a combined $60.3M — up 9.3% from $55.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EPS positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $4.71M. The largest seller was Ameriprise, cutting an estimated $162K.
- 33 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2018, up from 30 in Q4 2017.
- Funds reported $60.3M of WisdomTree US LargeCap Fund stock for Q1 2018, up 9.3% quarter-over-quarter.
- 4 funds opened new WisdomTree US LargeCap Fund positions in Q1 2018 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2018 was Daido Life Insurance Company, an estimated $4.71M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2018 was Ameriprise, an estimated $162K sold.
Based on aggregated 13F filings for Q1 2018.