WisdomTree US LargeCap Fund
EPS
72 hedge funds and large institutions have $223M invested in WisdomTree US LargeCap Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
96% more capital invested
Capital invested by funds: $114M → $223M (+$109M)
50% more funds holding
Funds holding: 48 → 72 (+24)
15.87% more ownership
Funds ownership: 37.86% → 53.73% (+16%)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$13.3M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12.7M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.82M |
| 4 |
Jane Street
New York
|
+$3.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.12M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$3.25M |
| 3 |
Goldman Sachs
New York
|
-$1.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
EPS Hedge Fund Activity: Q4 2019 in Review
72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2019, worth a combined $223M — up 96% from $114M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EPS positions and 4 closed out — a net gain of 24 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $13.3M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $6.12M.
- 72 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2019, up from 48 in Q3 2019.
- Funds reported $223M of WisdomTree US LargeCap Fund stock for Q4 2019, up 96% quarter-over-quarter.
- 28 funds opened new WisdomTree US LargeCap Fund positions in Q4 2019 and 4 closed out, a net change of +24 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2019 was Trilogy Capital, an estimated $13.3M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $6.12M sold.
Based on aggregated 13F filings for Q4 2019.