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WisdomTree US LargeCap Fund
EPS

83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

5% more funds holding

Funds holding: 79 → 83 (+4)

2% more capital invested

Capital invested by funds: $317M → $324M (+$6.81M)

0.33% more ownership

Funds ownership: 54.62% → 54.95% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
37
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
+$4.93M
2
PWS
Private Wealth Strategies
Ohio
+$3.01M
3
PAG
Private Advisor Group
New Jersey
+$2.97M
4
Morgan Stanley
Morgan Stanley
New York
+$2.14M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.59M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$3.83M
2
T
TRUADVICE
Florida
-$2.1M
3
FGAM
Financial Gravity Asset Management
Texas
-$1.45M
4
Wells Fargo
Wells Fargo
California
-$1.39M
5
BFG
Beacon Financial Group
Texas
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$2.03M +$997K +21,032 +91%
FTUS
27
Flow Traders U.S.
New York
$1.86M +$1.57M +33,165 +462%
IA
28
IFP Advisors
Florida
$1.63M +$30.9K +651 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$1.54M +$1.59M +33,500 New
NC
30
NewSquare Capital
Pennsylvania
$1.52M +$124K +2,615 +9%
MWM
31
Modera Wealth Management
New Jersey
$1.52M +$27.1K +572 +2%
RA
32
RFG Advisory
Alabama
$1.5M +$105K +2,225 +7%
M&T Bank
33
M&T Bank
New York
$1.41M – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M +$32.7K +690 +2%
T
35
TRUADVICE
Florida
$1.14M -$2.1M -44,359 -66%
GAG
36
GM Advisory Group
New York
$1.12M +$392K +8,273 +51%
HA
37
Herold Advisors
New York
$1.11M +$1.15M +24,210 New
Stifel Financial
38
Stifel Financial
Missouri
$989K +$758 +16 +0.1%
KFP
39
KMG Fiduciary Partners
Ohio
$938K +$34.6K +730 +4%
AW
40
ACG Wealth
Georgia
$936K -$23.3K -492 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$924K +$2.56K +54 +0.3%
AWM
42
AE Wealth Management
Kansas
$841K -$3.83M -80,870 -82%
ARC
43
Advisor Resource Council
Texas
$788K -$111K -2,352 -12%
SPIA
44
Steward Partners Investment Advisory
New York
$703K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$591K -$13.8K -291 -2%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$589K -$5.02K -106 -0.8%
AWA
47
Arkadios Wealth Advisors
Georgia
$575K -$72K -1,519 -11%
IFWM
48
Institute for Wealth Management
Colorado
$520K +$64.9K +1,370 +14%
BFG
49
Berger Financial Group
Minnesota
$483K – – –
Goldman Sachs
50
Goldman Sachs
New York
$482K -$515K -10,876 -51%
1
2
3 4

EPS Hedge Fund Activity: Q3 2021 in Review

83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2021, worth a combined $324M — up 2.1% from $317M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EPS positions and 1 closed out — a net gain of 5 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $4.93M. The largest seller was AE Wealth Management, cutting an estimated $3.83M.

  • 83 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $324M of WisdomTree US LargeCap Fund stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 6 funds opened new WisdomTree US LargeCap Fund positions in Q3 2021 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2021 was Cetera Advisors, an estimated $4.93M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2021 was AE Wealth Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2021.