WisdomTree US LargeCap Fund
48 hedge funds and large institutions have $114M invested in WisdomTree US LargeCap Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $95M → $114M (+$18.6M)
9% more funds holding
Funds holding: 44 → 48 (+4)
1.28% more ownership
Funds ownership: 36.58% → 37.86% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.21M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.04M |
| 3 |
Jane Street
New York
|
+$1.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.21M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.27M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$958K |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$876K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$167K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
51
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$30K | -900 | Closed |
|
52
JP Morgan Chase
New York
| – | -$17K | -513 | Closed |
|
|
LWM
53
Liberty Wealth Management
Oakland,
California
| – | -$4K | -135 | Closed |
|
EPS Hedge Fund Activity: Q3 2019 in Review
48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2019, worth a combined $114M — up 20% from $95M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EPS positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.21M. The largest seller was Royal Bank of Canada, cutting an estimated $1.27M.
- 48 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2019, up from 44 in Q2 2019.
- Funds reported $114M of WisdomTree US LargeCap Fund stock for Q3 2019, up 20% quarter-over-quarter.
- 10 funds opened new WisdomTree US LargeCap Fund positions in Q3 2019 and 6 closed out, a net change of +4 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2019 was AE Wealth Management, an estimated $6.21M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2019 was Royal Bank of Canada, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2019.