WisdomTree US LargeCap Fund
93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% less capital invested
Capital invested by funds: $400M → $388M (-$12.3M)
9% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 34
2% less funds holding
Funds holding: 95 → 93 (-2)
5.56% less ownership
Funds ownership: 60.79% → 55.23% (-5.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$54M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.91M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.34M |
| 4 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
+$2.98M |
| 5 |
Morgan Stanley
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$17M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$15.2M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$14.4M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$11.3M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.53M |
EPS Hedge Fund Activity: Q1 2022 in Review
93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2022, worth a combined $388M — down 3.1% from $400M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EPS positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $54M. The largest seller was Win Advisors, cutting an estimated $17M.
- 93 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2022, down from 95 in Q4 2021.
- Funds reported $388M of WisdomTree US LargeCap Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
- 7 funds opened new WisdomTree US LargeCap Fund positions in Q1 2022 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2022 was LPL Financial, an estimated $54M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2022 was Win Advisors, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2022.