WisdomTree US LargeCap Fund
108 hedge funds and large institutions have $584M invested in WisdomTree US LargeCap Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 35
4% more capital invested
Capital invested by funds: $563M → $584M (+$20.8M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
3% less funds holding
Funds holding: 111 → 108 (-3)
3.12% less ownership
Funds ownership: 66.67% → 63.55% (-3.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$48M |
| 2 |
Morgan Stanley
New York
|
+$3.58M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.91M |
| 5 |
JP Morgan Chase
New York
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$13.4M |
| 2 |
RVPG
Relative Value Partners Group
|
-$7.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.46M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$3.12M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.14M |
EPS Hedge Fund Activity: Q2 2024 in Review
108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2024, worth a combined $584M — up 3.7% from $563M a quarter earlier.
Fund positioning in EPS was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 39 added to existing stakes and 35 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $48M. The largest seller was Financial Gravity Asset Management, cutting an estimated $13.4M.
- 108 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2024, down from 111 in Q1 2024.
- Funds reported $584M of WisdomTree US LargeCap Fund stock for Q2 2024, up 3.7% quarter-over-quarter.
- 8 funds opened new WisdomTree US LargeCap Fund positions in Q2 2024 and 8 closed out, a net change of 0 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2024 was Fiduciary Trust, an estimated $48M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2024 was Financial Gravity Asset Management, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2024.