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WisdomTree US LargeCap Fund
EPS

58 hedge funds and large institutions have $217M invested in WisdomTree US LargeCap Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $185M → $217M (+$32.7M)

3.77% more ownership

Funds ownership: 49.58% → 53.35% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 60 → 58 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$6.9M
2
BFG
Beacon Financial Group
Texas
+$6.86M
3
PWS
Private Wealth Strategies
Ohio
+$4.49M
4
IA
IFP Advisors
Florida
+$2.12M
5
AAS
Avantax Advisory Services
Texas
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$5.2M
2
SS
Simplicity Solutions
Minnesota
-$5.07M
3
AW
ACG Wealth
Georgia
-$1.05M
4
FTUS
Flow Traders U.S.
New York
-$987K
5
Citadel Advisors
Citadel Advisors
Florida
-$854K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$62K +$36.8K +1,044 +151%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$51K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$42K – – –
AA
54
Ancora Advisors
Ohio
$23K – – –
NFG
55
Next Financial Group
Texas
$21K +$21.4K +606 New
GWM
56
Geneos Wealth Management
Colorado
$13K – – –
US Bancorp
57
US Bancorp
Minnesota
$10K – – –
FHA
58
Flagship Harbor Advisors
Massachusetts
$4K – – –
SS
59
Simplicity Solutions
Minnesota
– -$5.07M -152,711 Closed
FTUS
60
Flow Traders U.S.
New York
– -$987K -29,741 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$152K -4,581 Closed
CAN
62
Cetera Advisor Networks
California
– -$98K -2,965 Closed
KPW
63
Kore Private Wealth
New York
– -$58K -1,750 Closed
SIAS
64
Shine Investment Advisory Services
Colorado
– -$11K -321 Closed
GEA
65
Glen Eagle Advisors
New Jersey
– -$3.22K -97 Closed
1 2
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EPS Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2020, worth a combined $217M — up 18% from $185M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPS and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Creative Planning, adding an estimated $6.9M. The largest seller was AE Wealth Management, cutting an estimated $5.2M.

  • 58 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2020, down from 60 in Q2 2020.
  • Funds reported $217M of WisdomTree US LargeCap Fund stock for Q3 2020, up 18% quarter-over-quarter.
  • 5 funds opened new WisdomTree US LargeCap Fund positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2020 was Creative Planning, an estimated $6.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2020 was AE Wealth Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q3 2020.