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WisdomTree US LargeCap Fund
EPS

79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $279M → $317M (+$38.6M)

10% more funds holding

Funds holding: 72 → 79 (+7)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.93% less ownership

Funds ownership: 55.55% → 54.62% (-0.93%)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
30
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFS
JD Financial Services
Pennsylvania
+$9.42M
2
DLIC
Daido Life Insurance Company
Japan
+$4.66M
3
KAS
Kestra Advisory Services
Texas
+$2.4M
4
PWS
Private Wealth Strategies
Ohio
+$2.22M
5
AWM
AE Wealth Management
Kansas
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
BFG
Beacon Financial Group
Texas
-$9.31M
2
IA
IFP Advisors
Florida
-$2.79M
3
Morgan Stanley
Morgan Stanley
New York
-$925K
4
AW
ACG Wealth
Georgia
-$534K
5
Bank of America
Bank of America
North Carolina
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$437K +$5.46K +120 +1%
TRCT
52
Tower Research Capital (TRC)
New York
$405K +$363K +7,980 +1,009%
HI
53
Harbour Investments
Wisconsin
$355K +$637 +14 +0.2%
MA
54
Mezzasalma Advisors
New Jersey
$343K – – –
FTUS
55
Flow Traders U.S.
New York
$332K +$327K +7,185 New
EGA
56
E&G Advisors
Texas
$312K -$285K -6,255 Closed
KPWS
57
Kestra Private Wealth Services
Texas
$309K +$9.28K +204 +3%
GRP
58
Global Retirement Partners
California
$277K – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$248K +$245K +5,377 New
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$240K -$7.64K -168 -3%
WHG
61
Westwood Holdings Group
Texas
$236K – – –
PA
62
PSI Advisors
Florida
$230K -$1.91K -42 -0.8%
IA
63
IFS Advisors
Kansas
$224K – – –
ONB
64
Old National Bancorp
Indiana
$214K – – –
PO
65
Private Ocean
California
$147K -$8.14K -179 -5%
AWM
66
Accel Wealth Management
Iowa
$93K +$409 +9 +0.4%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$93K +$33.8K +744 +58%
CFD
68
Creative Financial Designs
Indiana
$75K +$73.8K +1,623 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$66K -$45 -1 -0.1%
GWSG
70
GPS Wealth Strategies Group
Colorado
$64K – – –
NFG
71
Next Financial Group
Texas
$59K -$7.55K -166 -12%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$54K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$51K +$8.91K +196 +22%
AA
74
Ancora Advisors
Ohio
$30K – – –
SIS
75
Sound Income Strategies
Florida
$25K – – –
1 2
3
4

EPS Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2021, worth a combined $317M — up 14% from $279M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EPS positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was JD Financial Services, adding an estimated $9.42M. The largest seller was Beacon Financial Group, cutting an estimated $9.31M.

  • 79 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $317M of WisdomTree US LargeCap Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree US LargeCap Fund positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2021 was JD Financial Services, an estimated $9.42M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2021 was Beacon Financial Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2021.