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WisdomTree US LargeCap Fund
EPS

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $400M → $388M (-$12.3M)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

2% less funds holding

Funds holding: 95 → 93 (-2)

5.56% less ownership

Funds ownership: 60.79% → 55.23% (-5.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$54M
2
AWM
AE Wealth Management
Kansas
+$4.91M
3
IA
IFP Advisors
Florida
+$3.34M
4
VIM
Vista Investment Management
Pennsylvania
+$2.98M
5
Morgan Stanley
Morgan Stanley
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$17M
2
PWS
Private Wealth Strategies
Ohio
-$15.2M
3
IWM
IHT Wealth Management
Illinois
-$14.4M
4
BFG
Beacon Financial Group
Texas
-$11.3M
5
KAS
Kestra Advisory Services
Texas
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$462K – – –
Ameriprise
52
Ameriprise
Minnesota
$457K -$4.69K -98 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$455K -$241K -5,034 -35%
RFA
54
Resurgent Financial Advisors
Georgia
$400K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$393K -$37.3K -778 -9%
MA
56
Mezzasalma Advisors
New Jersey
$351K -$1.48K -31 -0.4%
EGA
57
E&G Advisors
Texas
$332K – – –
AWA
58
Arkadios Wealth Advisors
Georgia
$325K -$82.3K -1,718 -20%
CGPCS
59
Capital Group Private Client Services
California
$304K +$1.01K +21 +0.3%
PA
60
PSI Advisors
Florida
$281K -$2.49K -52 -0.9%
RWB
61
RMR Wealth Builders
New Jersey
$276K +$62.8K +1,311 +30%
WHG
62
Westwood Holdings Group
Texas
$247K – – –
IA
63
IFS Advisors
Kansas
$244K +$9.58K +200 +4%
KPWS
64
Kestra Private Wealth Services
Texas
$238K -$36.8K -768 -14%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$235K -$431 -9 -0.2%
ONB
66
Old National Bancorp
Indiana
$224K – – –
RJA
67
Raymond James & Associates
Florida
$222K -$24K -502 -10%
PAS
68
Park Avenue Securities
New York
$208K +$15.1K +316 +8%
MWP
69
Moller Wealth Partners
$203K – – –
US Bancorp
70
US Bancorp
Minnesota
$196K – – –
WA
71
Win Advisors
Florida
$187K -$17M -354,384 -99%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$179K +$64.5K +1,348 +57%
GRP
73
Global Retirement Partners
California
$171K +$192K +4,000 New
CFD
74
Creative Financial Designs
Indiana
$137K +$15.4K +321 +13%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$127K +$4.6K +96 +4%
1 2
3
4

EPS Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2022, worth a combined $388M — down 3.1% from $400M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EPS positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $54M. The largest seller was Win Advisors, cutting an estimated $17M.

  • 93 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2022, down from 95 in Q4 2021.
  • Funds reported $388M of WisdomTree US LargeCap Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Fund positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2022 was LPL Financial, an estimated $54M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2022 was Win Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2022.