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WisdomTree US LargeCap Fund
EPS

58 hedge funds and large institutions have $217M invested in WisdomTree US LargeCap Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $185M → $217M (+$32.7M)

3.77% more ownership

Funds ownership: 49.58% → 53.35% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 60 → 58 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$6.9M
2
BFG
Beacon Financial Group
Texas
+$6.86M
3
PWS
Private Wealth Strategies
Ohio
+$4.49M
4
IA
IFP Advisors
Florida
+$2.12M
5
AAS
Avantax Advisory Services
Texas
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$5.2M
2
SS
Simplicity Solutions
Minnesota
-$5.07M
3
AW
ACG Wealth
Georgia
-$1.05M
4
FTUS
Flow Traders U.S.
New York
-$987K
5
Citadel Advisors
Citadel Advisors
Florida
-$854K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.34M +$576K +16,362 +76%
LBC
27
Lowe Brockenbrough & Co
Virginia
$1.31M – – –
Citadel Advisors
28
Citadel Advisors
Florida
$971K -$854K -24,243 -47%
RA
29
RFG Advisory
Alabama
$921K +$42.1K +1,194 +5%
CA
30
Cetera Advisors
Colorado
$880K -$499K -14,163 -36%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$810K -$90.6K -2,571 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$744K -$86.4K -2,451 -10%
PAG
33
Private Advisor Group
New Jersey
$701K +$10.3K +292 +1%
CPIG
34
Chicago Partners Investment Group
Illinois
$685K -$77K -2,186 -10%
BHWM
35
Bar Harbor Wealth Management
New Hampshire
$673K – – –
KFP
36
KMG Fiduciary Partners
Ohio
$625K +$2.61K +74 +0.4%
SPIA
37
Steward Partners Investment Advisory
New York
$550K +$48.1K +1,365 +10%
GAG
38
GM Advisory Group
New York
$526K +$211 +6 +0%
UA
39
Unison Advisors
District of Columbia
$471K +$2.22K +63 +0.5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$457K -$48.8K -1,384 -10%
Ameriprise
41
Ameriprise
Minnesota
$407K +$34K +966 +9%
IFWM
42
Institute for Wealth Management
Colorado
$352K – – –
NC
43
NewSquare Capital
Pennsylvania
$343K +$131K +3,720 +62%
PCM
44
Parsons Capital Management
Rhode Island
$314K +$10.6K +300 +4%
PA
45
PSI Advisors
Florida
$245K -$211 -6 -0.1%
EWM
46
EPG Wealth Management
Georgia
$221K +$1.02K +29 +0.5%
GRP
47
Global Retirement Partners
California
$213K -$264K -7,500 -56%
RJA
48
Raymond James & Associates
Florida
$210K -$49.4K -1,402 -19%
EGA
49
E&G Advisors
Texas
$205K +$204K +5,790 New
PO
50
Private Ocean
California
$108K +$528 +15 +0.5%
1
2
3

EPS Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2020, worth a combined $217M — up 18% from $185M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPS and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Creative Planning, adding an estimated $6.9M. The largest seller was AE Wealth Management, cutting an estimated $5.2M.

  • 58 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2020, down from 60 in Q2 2020.
  • Funds reported $217M of WisdomTree US LargeCap Fund stock for Q3 2020, up 18% quarter-over-quarter.
  • 5 funds opened new WisdomTree US LargeCap Fund positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2020 was Creative Planning, an estimated $6.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2020 was AE Wealth Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q3 2020.