WisdomTree US LargeCap Fund
79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
14% more capital invested
Capital invested by funds: $279M → $317M (+$38.6M)
10% more funds holding
Funds holding: 72 → 79 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.93% less ownership
Funds ownership: 55.55% → 54.62% (-0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$9.42M |
| 2 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$4.66M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.4M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.22M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$9.31M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.79M |
| 3 |
Morgan Stanley
New York
|
-$925K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$534K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$489K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $18K | -$29.2K | -641 | -62% |
|
77
US Bancorp
Minneapolis,
Minnesota
| $14K | – | – | – |
|
78
Barclays
London,
United Kingdom
| $14K | +$13.5K | +296 | New |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| $14K | +$13.9K | +306 | New |
|
|
NFSG
80
Newbridge Financial Services Group
Boca Raton,
Florida
| $12K | +$11.4K | +250 | New |
|
|
RWB
81
RMR Wealth Builders
Montclair,
New Jersey
| – | -$129K | -2,974 | Closed |
|
EPS Hedge Fund Activity: Q2 2021 in Review
79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2021, worth a combined $317M — up 14% from $279M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPS positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was JD Financial Services, adding an estimated $9.42M. The largest seller was Beacon Financial Group, cutting an estimated $9.31M.
- 79 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2021, up from 72 in Q1 2021.
- Funds reported $317M of WisdomTree US LargeCap Fund stock for Q2 2021, up 14% quarter-over-quarter.
- 9 funds opened new WisdomTree US LargeCap Fund positions in Q2 2021 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2021 was JD Financial Services, an estimated $9.42M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2021 was Beacon Financial Group, an estimated $9.31M sold.
Based on aggregated 13F filings for Q2 2021.