WisdomTree US LargeCap Fund
111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% more funds holding
Funds holding: 110 → 111 (+1)
10% less capital invested
Capital invested by funds: $629M → $563M (-$65.8M)
20.98% less ownership
Funds ownership: 87.65% → 66.67% (-21%)
43% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 46
Top Buyers
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$43.7M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18.4M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.87M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$3.86M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.93M |
Top Sellers
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$146M |
| 2 |
Morgan Stanley
New York
|
-$54.2M |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$13.8M |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$3.15M |
| 5 |
JP Morgan Chase
New York
|
-$2.68M |
EPS Hedge Fund Activity: Q1 2024 in Review
111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2024, worth a combined $563M — down 10% from $629M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EPS positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 46 trimmed.
The largest buyer was Fiduciary Trust, opening a new position worth an estimated $43.7M. The largest seller was Financial Gravity Asset Management, cutting an estimated $146M.
- 111 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2024, up from 110 in Q4 2023.
- Funds reported $563M of WisdomTree US LargeCap Fund stock for Q1 2024, down 10% quarter-over-quarter.
- 12 funds opened new WisdomTree US LargeCap Fund positions in Q1 2024 and 11 closed out, a net change of +1 holder.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2024 was Fiduciary Trust, an estimated $43.7M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $146M sold.
Based on aggregated 13F filings for Q1 2024.