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WisdomTree US LargeCap Fund
EPS

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $415M → $529M (+$114M)

21.01% more ownership

Funds ownership: 59.87% → 80.89% (+21%)

10% more funds holding

Funds holding: 99 → 109 (+10)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
+$138M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.62M
4
LPL Financial
LPL Financial
California
+$1.43M
5
PAG
Private Advisor Group
New Jersey
+$1.01M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$2.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
4
T
TRUADVICE
Florida
-$878K
5
RVPG
Relative Value Partners Group
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$617K +$579K +12,250 +983%
RJA
52
Raymond James & Associates
Florida
$616K -$8.13K -172 -1%
SPIA
53
Steward Partners Investment Advisory
New York
$608K -$37.8K -800 -6%
RG
54
Rathbones Group
United Kingdom
$597K +$617K +13,050 New
Stifel Financial
55
Stifel Financial
Missouri
$594K +$30.4K +644 +5%
RFN
56
Redwood Financial Network
Ohio
$567K -$24.4K -516 -4%
Goldman Sachs
57
Goldman Sachs
New York
$564K +$583K +12,336 New
CA
58
CoreCap Advisors
Michigan
$531K -$6.14K -130 -1%
IFWM
59
Institute for Wealth Management
Colorado
$531K – – –
S
60
Syntrinsic
Colorado
$516K +$532K +11,269 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$506K -$19.4K -410 -4%
MPW
62
Melone Private Wealth
Michigan
$501K +$1.18K +25 +0.2%
Citadel Advisors
63
Citadel Advisors
Florida
$500K -$1.36M -28,849 -73%
ARC
64
Advisor Resource Council
Texas
$476K +$7.23K +153 +1%
MLA
65
My Legacy Advisors
Oregon
$461K -$13.4K -283 -3%
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$459K – – –
FCM
67
Family Capital Management
Michigan
$458K – – –
PCM
68
Parsons Capital Management
Rhode Island
$457K +$19.6K +415 +4%
Ameriprise
69
Ameriprise
Minnesota
$454K +$71.8K +1,520 +18%
NS
70
NBC Securities
Alabama
$429K +$443K +9,380 New
BFG
71
Berger Financial Group
Minnesota
$384K – – –
BFG
72
Bouchey Financial Group
New York
$358K +$369K +7,815 New
CA
73
CGN Advisors
Kansas
$321K -$39.8K -843 -11%
EGA
74
E&G Advisors
Texas
$315K – – –
MML Investors Services
75
MML Investors Services
Massachusetts
$314K +$118K +2,490 +57%
1 2
3
4 5

EPS Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2023, worth a combined $529M — up 27% from $415M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 2 closed out — a net gain of 10 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $138M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $25.7M sold.

  • 109 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $529M of WisdomTree US LargeCap Fund stock for Q3 2023, up 27% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $138M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2023 was Daido Life Insurance Company, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2023.