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WisdomTree US LargeCap Fund
EPS

44 hedge funds and large institutions have $95M invested in WisdomTree US LargeCap Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $89.4M → $95M (+$5.62M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.67% less ownership

Funds ownership: 37.25% → 36.58% (-0.67%)

2% less funds holding

Funds holding: 45 → 44 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
+$6.61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.28M
3
AWM
AE Wealth Management
Kansas
+$1.08M
4
Citadel Advisors
Citadel Advisors
Florida
+$944K
5
CA
Cetera Advisors
Colorado
+$476K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.82M
2
AI
Atria Investments
North Carolina
-$1.32M
3
Morgan Stanley
Morgan Stanley
New York
-$475K
4
S
Surevest
California
-$349K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
26
GM Advisory Group
New York
$654K -$49.2K -1,520 -7%
UA
27
Unison Advisors
District of Columbia
$651K +$2.4K +74 +0.4%
CA
28
Cetera Advisors
Colorado
$483K +$476K +14,682 New
GRP
29
Global Retirement Partners
California
$478K – – –
Creative Planning
30
Creative Planning
Kansas
$464K – – –
AG
31
Advisor Group
Arizona
$421K – – –
IFWM
32
Institute for Wealth Management
Colorado
$375K – – –
PCM
33
Parsons Capital Management
Rhode Island
$266K – – –
CFA
34
Carroll Financial Associates
North Carolina
$197K – – –
GSWM
35
Golden State Wealth Management
California
$53K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$39K +$25.1K +774 +183%
RWA
37
Redhawk Wealth Advisors
Minnesota
$30K +$29.2K +900 New
JP Morgan Chase
38
JP Morgan Chase
New York
$17K +$1.17K +36 +8%
CFD
39
Creative Financial Designs
Indiana
$12K – – –
SIAS
40
Shine Investment Advisory Services
Colorado
$11K – – –
US Bancorp
41
US Bancorp
Minnesota
$10K +$9.55K +295 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$6K – – –
LWM
43
Liberty Wealth Management
California
$4K +$4.37K +135 New
AI
44
Atria Investments
North Carolina
– -$1.32M -41,430 Closed
Mariner
45
Mariner
Kansas
– -$257K -8,094 Closed
AAS
46
Avantax Advisory Services
Texas
– -$205K -6,462 Closed
SJIM
47
St. Johns Investment Management
Florida
– -$64K -2,003 Closed
CFA
48
Camarda Financial Advisors
Florida
– -$12K -389 Closed
WP
49
WealthShield Partners
North Carolina
– -$5K -162 Closed
1
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EPS Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2019, worth a combined $95M — up 6.3% from $89.4M a quarter earlier.

Fund positioning in EPS was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was ACG Wealth, adding an estimated $6.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.82M.

  • 44 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2019, down from 45 in Q1 2019.
  • Funds reported $95M of WisdomTree US LargeCap Fund stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 6 funds opened new WisdomTree US LargeCap Fund positions in Q2 2019 and 6 closed out, a net change of 0 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2019 was ACG Wealth, an estimated $6.61M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2019.