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WisdomTree US LargeCap Fund
EPS

83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

5% more funds holding

Funds holding: 79 → 83 (+4)

2% more capital invested

Capital invested by funds: $317M → $324M (+$6.81M)

0.33% more ownership

Funds ownership: 54.62% → 54.95% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
37
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$4.93M
2
PWS
Private Wealth Strategies
Ohio
+$3.01M
3
PAG
Private Advisor Group
New Jersey
+$2.97M
4
Morgan Stanley
Morgan Stanley
New York
+$2.14M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$3.83M
2
T
TRUADVICE
Florida
-$2.1M
3
FGAM
Financial Gravity Asset Management
Texas
-$1.45M
4
Wells Fargo
Wells Fargo
California
-$1.39M
5
BFG
Beacon Financial Group
Texas
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$470K -$17.4K -367 -3%
PCM
52
Parsons Capital Management
Rhode Island
$434K -$711 -15 -0.2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$414K -$178K -3,764 -29%
TRCT
54
Tower Research Capital (TRC)
New York
$392K -$12.2K -257 -3%
HI
55
Harbour Investments
Wisconsin
$354K +$948 +20 +0.3%
MA
56
Mezzasalma Advisors
New Jersey
$335K -$7.11K -150 -2%
EGA
57
E&G Advisors
Texas
$315K +$325K +6,860 New
KPWS
58
Kestra Private Wealth Services
Texas
$303K -$4.69K -99 -1%
PA
59
PSI Advisors
Florida
$288K +$60K +1,266 +25%
GRP
60
Global Retirement Partners
California
$276K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$252K +$5.36K +113 +2%
WHG
62
Westwood Holdings Group
Texas
$235K – – –
US Bancorp
63
US Bancorp
Minnesota
$232K +$225K +4,750 +1,610%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$228K -$12.1K -256 -5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$224K +$231K +4,873 New
IA
66
IFS Advisors
Kansas
$223K – – –
ONB
67
Old National Bancorp
Indiana
$213K – – –
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$136K +$140K +2,956 New
CFD
69
Creative Financial Designs
Indiana
$123K +$50.3K +1,062 +65%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$93K – – –
EWM
71
EPG Wealth Management
Georgia
$84K +$86.5K +1,826 New
GWSG
72
GPS Wealth Strategies Group
Colorado
$71K +$7.96K +168 +12%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$66K +$569 +12 +0.8%
NFG
74
Next Financial Group
Texas
$57K -$1.61K -34 -3%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$54K – – –
1 2
3
4

EPS Hedge Fund Activity: Q3 2021 in Review

83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2021, worth a combined $324M — up 2.1% from $317M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EPS positions and 1 closed out — a net gain of 5 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $4.93M. The largest seller was AE Wealth Management, cutting an estimated $3.83M.

  • 83 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $324M of WisdomTree US LargeCap Fund stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 6 funds opened new WisdomTree US LargeCap Fund positions in Q3 2021 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2021 was Cetera Advisors, an estimated $4.93M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2021 was AE Wealth Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2021.