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WisdomTree US LargeCap Fund
EPS

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $415M → $529M (+$114M)

21.01% more ownership

Funds ownership: 59.87% → 80.89% (+21%)

10% more funds holding

Funds holding: 99 → 109 (+10)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
+$138M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.62M
4
LPL Financial
LPL Financial
California
+$1.43M
5
PAG
Private Advisor Group
New Jersey
+$1.01M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$2.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
4
T
TRUADVICE
Florida
-$878K
5
RVPG
Relative Value Partners Group
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.77M -$13.8K -291 -0.5%
KIA
27
KLR Investment Advisors
Rhode Island
$2.43M -$63.2K -1,338 -2%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$2.36M +$773K +16,361 +46%
RT
29
Rockland Trust
Massachusetts
$2.31M -$6K -127 -0.3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$2.32M +49,067 New
BFG
31
Beacon Financial Group
Texas
$2.12M -$168K -3,561 -7%
LBC
32
Lowe Brockenbrough & Co
Virginia
$2.09M +$52K +1,100 +2%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.88M +$358K +7,580 +23%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.78M +$1.62M +34,388 +771%
MWM
35
Modera Wealth Management
New Jersey
$1.61M -$90.3K -1,911 -5%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.39M +$70.3K +1,487 +5%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$30.5K -646 -2%
Betterment LLC
38
Betterment LLC
New York
$1.27M +$12.1K +257 +0.9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.16M +$383K +8,103 +47%
RA
40
RFG Advisory
Alabama
$1.16M -$16.6K -352 -1%
KFP
41
KMG Fiduciary Partners
Ohio
$1.14M +$5.15K +109 +0.4%
GAG
42
GM Advisory Group
New York
$1.13M +$425 +9 +0%
CAN
43
Cetera Advisor Networks
California
$1.11M +$866K +18,324 +304%
HA
44
Herold Advisors
New York
$963K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$925K +$1.37K +29 +0.1%
CPIG
46
Chicago Partners Investment Group
Illinois
$835K +$174K +3,674 +25%
IA
47
IFP Advisors
Florida
$812K -$14.2K -300 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$803K -$293K -6,202 -26%
PVI
49
Pine Valley Investments
New Jersey
$677K +$122K +2,582 +21%
EP
50
Essential Planning
New Hampshire
$651K -$75.2K -1,592 -10%
1
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EPS Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2023, worth a combined $529M — up 27% from $415M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 2 closed out — a net gain of 10 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $138M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $25.7M sold.

  • 109 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $529M of WisdomTree US LargeCap Fund stock for Q3 2023, up 27% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $138M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2023 was Daido Life Insurance Company, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2023.