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WisdomTree US LargeCap Fund
EPS

72 hedge funds and large institutions have $223M invested in WisdomTree US LargeCap Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

96% more capital invested

Capital invested by funds: $114M → $223M (+$109M)

50% more funds holding

Funds holding: 48 → 72 (+24)

15.87% more ownership

Funds ownership: 37.86% → 53.73% (+16%)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

Holders
72
Holders Change
+24
Holders Change %
+50%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
17
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$13.3M
2
PAG
Private Advisor Group
New Jersey
+$12.7M
3
AAS
Avantax Advisory Services
Texas
+$4.82M
4
Jane Street
Jane Street
New York
+$3.04M
5
Bank of America
Bank of America
North Carolina
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.12M
2
AW
ACG Wealth
Georgia
-$3.25M
3
Goldman Sachs
Goldman Sachs
New York
-$1.24M
4
FTUS
Flow Traders U.S.
New York
-$1.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
51
EPG Wealth Management
Georgia
$205K +$196K +5,587 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$204K +$195K +5,582 New
MWP
53
MYCIO Wealth Partners
Pennsylvania
$194K -$742K -21,206 -80%
IA
54
IFP Advisors
Florida
$116K +$1.65K +47 +2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$53K +$50.3K +1,437 New
AWA
56
Arkadios Wealth Advisors
Georgia
$46.5K +$43K +1,228 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$43K – – –
IWP
58
IAG Wealth Partners
Wisconsin
$42K +$39.7K +1,134 New
FCM
59
Firestone Capital Management
Florida
$33K +$31.5K +901 New
FGAM
60
Financial Gravity Asset Management
Texas
$29K – – –
CAAS
61
Capital Asset Advisory Services
Michigan
$24K +$22.4K +641 New
AA
62
Ancora Advisors
Ohio
$24K +$23.1K +660 New
MAM
63
Meeder Asset Management
Ohio
$17K +$16.6K +474 New
GWM
64
Geneos Wealth Management
Colorado
$14K +$14K +400 New
CFD
65
Creative Financial Designs
Indiana
$13K – – –
SIAS
66
Shine Investment Advisory Services
Colorado
$12K – – –
US Bancorp
67
US Bancorp
Minnesota
$11K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$7K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.41K +183 New
WP
70
WealthShield Partners
North Carolina
$6K – – –
GEA
71
Glen Eagle Advisors
New Jersey
$4.81K +$4.59K +131 New
LAS
72
Lloyd Advisory Services
Georgia
$3K +$2.66K +76 New
Goldman Sachs
73
Goldman Sachs
New York
– -$1.24M -36,872 Closed
FTUS
74
Flow Traders U.S.
New York
– -$1.19M -35,392 Closed
GSWM
75
Golden State Wealth Management
California
– -$55K -1,640 Closed
1 2
3
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EPS Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2019, worth a combined $223M — up 96% from $114M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EPS positions and 4 closed out — a net gain of 24 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $13.3M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $6.12M.

  • 72 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $223M of WisdomTree US LargeCap Fund stock for Q4 2019, up 96% quarter-over-quarter.
  • 28 funds opened new WisdomTree US LargeCap Fund positions in Q4 2019 and 4 closed out, a net change of +24 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2019 was Trilogy Capital, an estimated $13.3M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2019.