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WisdomTree US LargeCap Fund
EPS

110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $529M → $629M (+$99.8M)

6.77% more ownership

Funds ownership: 80.89% → 87.65% (+6.8%)

1% more funds holding

Funds holding: 109 → 110 (+1)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.9M
2
FGAM
Financial Gravity Asset Management
Texas
+$11.8M
3
LPL Financial
LPL Financial
California
+$7.39M
4
KAS
Kestra Advisory Services
Texas
+$4.25M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.1M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.37M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.78M
3
Creative Planning
Creative Planning
Kansas
-$1.07M
4
IA
IFP Advisors
Florida
-$812K
5
NC
NewSquare Capital
Pennsylvania
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
26
NewSquare Capital
Pennsylvania
$3.21M -$713K -15,110 -19%
SAM
27
Smartleaf Asset Management
Massachusetts
$3.03M +$2.85M +60,386 New
BFG
28
Beacon Financial Group
Texas
$2.83M +$576K +12,195 +28%
MSAM
29
Moloney Securities Asset Management
Missouri
$2.69M +$592K +12,539 +30%
RT
30
Rockland Trust
Massachusetts
$2.52M -$14.7K -312 -0.6%
KIA
31
KLR Investment Advisors
Rhode Island
$2.47M -$298K -6,311 -11%
LBC
32
Lowe Brockenbrough & Co
Virginia
$2.34M +$38.7K +819 +2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.06M -$375K -7,952 -16%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.06M +$1.11M +23,477 +134%
MWM
35
Modera Wealth Management
New Jersey
$1.77M – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M -$50.2K -1,063 -4%
HI
37
Harbour Investments
Wisconsin
$1.38M +$664K +14,063 +104%
Betterment LLC
38
Betterment LLC
New York
$1.32M -$70.8K -1,500 -5%
CAN
39
Cetera Advisor Networks
California
$1.32M +$94K +1,991 +8%
RA
40
RFG Advisory
Alabama
$1.28M +$12.4K +262 +1%
KFP
41
KMG Fiduciary Partners
Ohio
$1.26M +$5.24K +111 +0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.18M -$89.5K -1,895 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.13M +$109K +2,318 +11%
GAG
44
GM Advisory Group
New York
$1.1M -$127K -2,688 -11%
HA
45
Herold Advisors
New York
$1.05M -$944 -20 -0.1%
CPIG
46
Chicago Partners Investment Group
Illinois
$972K +$23.4K +496 +3%
PVI
47
Pine Valley Investments
New Jersey
$820K +$74K +1,567 +11%
EP
48
Essential Planning
New Hampshire
$698K -$13.7K -290 -2%
SPIA
49
Steward Partners Investment Advisory
New York
$666K – – –
RJA
50
Raymond James & Associates
Florida
$657K -$16.6K -351 -3%
1
2
3 4 5

EPS Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2023, worth a combined $629M — up 19% from $529M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 10 closed out — a net gain of 2 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was AE Wealth Management, cutting an estimated $4.37M.

  • 110 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $629M of WisdomTree US LargeCap Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q4 2023 and 10 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2023 was Morgan Stanley, an estimated $32.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2023 was AE Wealth Management, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2023.