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WisdomTree US LargeCap Fund
EPS

72 hedge funds and large institutions have $279M invested in WisdomTree US LargeCap Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $246M → $279M (+$32.4M)

4% more funds holding

Funds holding: 69 → 72 (+3)

2.51% more ownership

Funds ownership: 53.04% → 55.55% (+2.5%)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
29
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17M
2
PWS
Private Wealth Strategies
Ohio
+$5.95M
3
JFS
JD Financial Services
Pennsylvania
+$2.19M
4
FGAM
Financial Gravity Asset Management
Texas
+$756K
5
Osaic Holdings
Osaic Holdings
Arizona
+$711K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$4.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.06M
3
KAS
Kestra Advisory Services
Texas
-$1.41M
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$742K
5
UA
Unison Advisors
District of Columbia
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.66M – – –
AW
27
ACG Wealth
Georgia
$1.41M -$305K -7,317 -18%
MWM
28
Modera Wealth Management
New Jersey
$1.41M +$201K +4,830 +17%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$742K -17,795 -36%
RA
30
RFG Advisory
Alabama
$1.27M +$36.9K +884 +3%
NC
31
NewSquare Capital
Pennsylvania
$1.19M +$173K +4,140 +18%
Stifel Financial
32
Stifel Financial
Missouri
$934K +$292K +7,008 +48%
Goldman Sachs
33
Goldman Sachs
New York
$926K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$909K +$3.21K +77 +0.4%
KFP
35
KMG Fiduciary Partners
Ohio
$804K +$4.59K +110 +0.6%
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$748K -$72.3K -1,733 -9%
GAG
37
GM Advisory Group
New York
$696K +$50K +1,199 +8%
AWA
38
Arkadios Wealth Advisors
Georgia
$678K +$220K +5,280 +51%
SPIA
39
Steward Partners Investment Advisory
New York
$674K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$641K +$85.6K +2,052 +16%
CA
41
Cetera Advisors
Colorado
$640K -$116K -2,777 -16%
CPIG
42
Chicago Partners Investment Group
Illinois
$563K – – –
IA
43
Insight Advisors
Pennsylvania
$541K +$498K +11,952 New
Ameriprise
44
Ameriprise
Minnesota
$458K -$65.9K -1,581 -13%
BFG
45
Berger Financial Group
Minnesota
$455K – – –
IFWM
46
Institute for Wealth Management
Colorado
$431K – – –
PCM
47
Parsons Capital Management
Rhode Island
$404K +$11K +265 +3%
HI
48
Harbour Investments
Wisconsin
$333K +$320K +7,672 New
MA
49
Mezzasalma Advisors
New Jersey
$322K -$13.7K -329 -4%
KPWS
50
Kestra Private Wealth Services
Texas
$281K +$270K +6,476 New
1
2
3 4

EPS Hedge Fund Activity: Q1 2021 in Review

72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2021, worth a combined $279M — up 13% from $246M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EPS positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $4.41M sold.

  • 72 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $279M of WisdomTree US LargeCap Fund stock for Q1 2021, up 13% quarter-over-quarter.
  • 9 funds opened new WisdomTree US LargeCap Fund positions in Q1 2021 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2021 was Envestnet Asset Management, an estimated $17M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2021 was Integrated Wealth Concepts, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2021.