We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

95 hedge funds and large institutions have $400M invested in WisdomTree US LargeCap Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

23% more capital invested

Capital invested by funds: $324M → $400M (+$75.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

5.83% more ownership

Funds ownership: 54.95% → 60.79% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$13.9M
2
PAG
Private Advisor Group
New Jersey
+$11.8M
3
PWS
Private Wealth Strategies
Ohio
+$2.9M
4
KAS
Kestra Advisory Services
Texas
+$2.66M
5
CA
Cetera Advisors
Colorado
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.46M
2
FTUS
Flow Traders U.S.
New York
-$1.86M
3
IA
IFP Advisors
Florida
-$1.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
5
TRCT
Tower Research Capital (TRC)
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$2.5M +$271K +5,554 +13%
NC
27
NewSquare Capital
Pennsylvania
$2.4M +$713K +14,620 +44%
LBC
28
Lowe Brockenbrough & Co
Virginia
$2.25M – – –
RA
29
RFG Advisory
Alabama
$1.69M +$40.5K +830 +3%
MWM
30
Modera Wealth Management
New Jersey
$1.64M -$21.5K -441 -1%
M&T Bank
31
M&T Bank
New York
$1.55M – – –
AWM
32
AE Wealth Management
Kansas
$1.42M +$486K +9,962 +54%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$26.2K +537 +2%
Goldman Sachs
34
Goldman Sachs
New York
$1.36M +$805K +16,521 +158%
GAG
35
GM Advisory Group
New York
$1.23M +$341 +7 +0%
HA
36
Herold Advisors
New York
$1.18M -$39K -800 -3%
T
37
TRUADVICE
Florida
$1.13M +$15.6K +321 +1%
KFP
38
KMG Fiduciary Partners
Ohio
$1.05M +$19.7K +405 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.01M +$2.73K +56 +0.3%
AW
40
ACG Wealth
Georgia
$1M -$21.6K -444 -2%
Stifel Financial
41
Stifel Financial
Missouri
$975K -$104K -2,139 -10%
ARC
42
Advisor Resource Council
Texas
$934K +$68.2K +1,400 +8%
CA
43
CoreCap Advisors
Michigan
$900K +$871K +17,866 New
SPIA
44
Steward Partners Investment Advisory
New York
$762K -$7.7K -158 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$728K +$437K +8,962 +163%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$625K -$19.6K -402 -3%
CPIG
47
Chicago Partners Investment Group
Illinois
$570K +$926 +19 +0.2%
IFWM
48
Institute for Wealth Management
Colorado
$568K -$1.95K -40 -0.4%
Betterment LLC
49
Betterment LLC
New York
$567K +$549K +11,260 New
MPW
50
Melone Private Wealth
Michigan
$558K +$541K +11,090 New
1
2
3 4 5

EPS Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2021, worth a combined $400M — up 23% from $324M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPS positions and 6 closed out — a net gain of 12 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $13.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.46M.

  • 95 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $400M of WisdomTree US LargeCap Fund stock for Q4 2021, up 23% quarter-over-quarter.
  • 18 funds opened new WisdomTree US LargeCap Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $13.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2021 was Envestnet Asset Management, an estimated $8.46M sold.

Based on aggregated 13F filings for Q4 2021.