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WisdomTree US LargeCap Fund
EPS

48 hedge funds and large institutions have $114M invested in WisdomTree US LargeCap Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $95M → $114M (+$18.6M)

9% more funds holding

Funds holding: 44 → 48 (+4)

1.28% more ownership

Funds ownership: 36.58% → 37.86% (+1.3%)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$6.21M
2
SS
Simplicity Solutions
Minnesota
+$6.04M
3
Jane Street
Jane Street
New York
+$1.82M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.21M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.27M
2
Citadel Advisors
Citadel Advisors
Florida
-$958K
3
CIC
Cutler Investment Counsel
Oregon
-$876K
4
CA
Cetera Advisors
Colorado
-$167K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$744K -$11.3K -341 -2%
GAG
27
GM Advisory Group
New York
$687K +$19.6K +590 +3%
CPIG
28
Chicago Partners Investment Group
Illinois
$672K – – –
UA
29
Unison Advisors
District of Columbia
$654K -$9.57K -288 -1%
GRP
30
Global Retirement Partners
California
$488K – – –
Creative Planning
31
Creative Planning
Kansas
$483K +$10.3K +310 +2%
AG
32
Advisor Group
Arizona
$419K -$9.63K -290 -2%
IFWM
33
Institute for Wealth Management
Colorado
$383K – – –
IWC
34
Integrated Wealth Concepts
Massachusetts
$332K +$328K +9,885 New
CA
35
Cetera Advisors
Colorado
$325K -$167K -5,014 -34%
PCM
36
Parsons Capital Management
Rhode Island
$295K +$23.6K +710 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$207K +$206K +6,200 New
CFA
38
Carroll Financial Associates
North Carolina
$201K – – –
IA
39
IFP Advisors
Florida
$104K +$103K +3,107 New
GSWM
40
Golden State Wealth Management
California
$55K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$39K -$598 -18 -2%
FGAM
42
Financial Gravity Asset Management
Texas
$26K +$26K +784 New
FAAS
43
First Allied Advisory Services
California
$21K +$21.2K +638 New
CFD
44
Creative Financial Designs
Indiana
$11K – – –
SIAS
45
Shine Investment Advisory Services
Colorado
$11K – – –
US Bancorp
46
US Bancorp
Minnesota
$10K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$7K – – –
WP
48
WealthShield Partners
North Carolina
$5K +$5.38K +162 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$958K -29,131 Closed
CIC
50
Cutler Investment Counsel
Oregon
– -$876K -26,640 Closed
1
2
3

EPS Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2019, worth a combined $114M — up 20% from $95M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EPS positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6.21M. The largest seller was Royal Bank of Canada, cutting an estimated $1.27M.

  • 48 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $114M of WisdomTree US LargeCap Fund stock for Q3 2019, up 20% quarter-over-quarter.
  • 10 funds opened new WisdomTree US LargeCap Fund positions in Q3 2019 and 6 closed out, a net change of +4 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2019 was AE Wealth Management, an estimated $6.21M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2019 was Royal Bank of Canada, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2019.