We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

41 hedge funds and large institutions have $79.4M invested in WisdomTree US LargeCap Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

14% more funds holding

Funds holding: 36 → 41 (+5)

10% more capital invested

Capital invested by funds: $72.5M → $79.4M (+$6.93M)

0.68% less ownership

Funds ownership: 36.2% → 35.52% (-0.68%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
+$2.03M
2
RIA
Regal Investment Advisors
Michigan
+$598K
3
Jane Street
Jane Street
New York
+$369K
4
AI
Atria Investments
North Carolina
+$368K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$218K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
2
Ameriprise
Ameriprise
Minnesota
-$654K
3
Bank of America
Bank of America
North Carolina
-$306K
4
Wells Fargo
Wells Fargo
California
-$184K
5
Morgan Stanley
Morgan Stanley
New York
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$419K +$10.4K +322 +3%
AG
27
Advisor Group
Arizona
$418K +$158K +4,898 +62%
Jane Street
28
Jane Street
New York
$374K +$369K +11,465 New
IFWM
29
Institute for Wealth Management
Colorado
$372K – – –
PCM
30
Parsons Capital Management
Rhode Island
$253K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$220K +$218K +6,764 New
CFA
32
Carroll Financial Associates
North Carolina
$195K – – –
IA
33
IFP Advisors
Florida
$122K +$17K +528 +16%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$105K +$104K +3,224 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$31K -$21.1K -657 -41%
AA
36
Ancora Advisors
Ohio
$22K +$21.2K +660 New
CFD
37
Creative Financial Designs
Indiana
$11K – – –
SIAS
38
Shine Investment Advisory Services
Colorado
$10K – – –
WP
39
WealthShield Partners
North Carolina
$6K – – –
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$5K +$4.86K +151 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$1.03M -33,559 Closed
1
2

EPS Hedge Fund Activity: Q3 2018 in Review

41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2018, worth a combined $79.4M — up 9.6% from $72.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EPS positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was ACG Wealth, adding an estimated $2.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.03M sold.

  • 41 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2018, up from 36 in Q2 2018.
  • Funds reported $79.4M of WisdomTree US LargeCap Fund stock for Q3 2018, up 9.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree US LargeCap Fund positions in Q3 2018 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2018 was ACG Wealth, an estimated $2.03M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2018 was Susquehanna International Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2018.