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WisdomTree US LargeCap Fund
EPS

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more funds holding

Funds holding: 93 → 97 (+4)

3.5% more ownership

Funds ownership: 55.23% → 58.73% (+3.5%)

8% less capital invested

Capital invested by funds: $388M → $358M (-$29.8M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$22.6M
2
UBS Group
UBS Group
Switzerland
+$4.92M
3
CA
Cetera Advisors
Colorado
+$4.03M
4
LPL Financial
LPL Financial
California
+$3.57M
5
FGAM
Financial Gravity Asset Management
Texas
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.87M
2
BFG
Beacon Financial Group
Texas
-$6.03M
3
Stifel Financial
Stifel Financial
Missouri
-$519K
4
RFA
Resurgent Financial Advisors
Georgia
-$400K
5
Creative Planning
Creative Planning
Kansas
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$420K – – –
PCM
52
Parsons Capital Management
Rhode Island
$389K – – –
BFG
53
Berger Financial Group
Minnesota
$342K -$93.7K -2,117 -20%
MA
54
Mezzasalma Advisors
New Jersey
$296K – – –
Stifel Financial
55
Stifel Financial
Missouri
$280K -$519K -11,731 -63%
EGA
56
E&G Advisors
Texas
$280K – – –
ICM
57
Intrepid Capital Management
Florida
$263K +$285K +6,450 New
SCFS
58
S.C. Financial Services
Arizona
$261K +$283K +6,392 New
CGPCS
59
Capital Group Private Client Services
California
$256K -$619 -14 -0.2%
PAS
60
Park Avenue Securities
New York
$248K +$79.2K +1,790 +42%
OFS
61
OneAscent Financial Services
Alabama
$244K +$265K +5,980 New
AWA
62
Arkadios Wealth Advisors
Georgia
$231K -$46.4K -1,049 -16%
Ameriprise
63
Ameriprise
Minnesota
$229K -$169K -3,826 -41%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$221K -$177K -3,996 -42%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$221K +$24.6K +556 +11%
WHG
66
Westwood Holdings Group
Texas
$209K – – –
JMPWA
67
JP Morgan Private Wealth Advisors
California
$208K +$226K +5,107 New
IA
68
IFS Advisors
Kansas
$206K – – –
RWB
69
RMR Wealth Builders
New Jersey
$201K -$34K -769 -13%
PTC
70
Private Trust Company
Ohio
$192K +$209K +4,717 New
US Bancorp
71
US Bancorp
Minnesota
$165K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$157K +$6.46K +146 +4%
TRCT
73
Tower Research Capital (TRC)
New York
$152K +$166K +3,744 New
MA
74
MUFG Americas
New York
$128K +$139K +3,141 New
CFD
75
Creative Financial Designs
Indiana
$115K -$354 -8 -0.3%
1 2
3
4 5

EPS Hedge Fund Activity: Q2 2022 in Review

97 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2022, worth a combined $358M — down 7.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EPS positions and 8 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $22.6M. The largest seller was Envestnet Asset Management, cutting an estimated $7.87M.

  • 97 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $358M of WisdomTree US LargeCap Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 13 funds opened new WisdomTree US LargeCap Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2022 was Private Advisor Group, an estimated $22.6M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $7.87M sold.

Based on aggregated 13F filings for Q2 2022.