WisdomTree US LargeCap Fund
83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
5% more funds holding
Funds holding: 79 → 83 (+4)
2% more capital invested
Capital invested by funds: $317M → $324M (+$6.81M)
0.33% more ownership
Funds ownership: 54.62% → 54.95% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.93M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$3.01M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.97M |
| 4 |
Morgan Stanley
New York
|
+$2.14M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.83M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.1M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.39M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$906K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $52K | – | – | – |
|
|
AWM
77
Accel Wealth Management
Waverly,
Iowa
| $41K | -$53.1K | -1,120 | -55% |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$14.2K | +300 | +75% |
|
|
AA
79
Ancora Advisors
Cleveland,
Ohio
| $30K | – | – | – |
|
|
SIS
80
Sound Income Strategies
Ft Lauderdale,
Florida
| $25K | – | – | – |
|
|
NFSG
81
Newbridge Financial Services Group
Boca Raton,
Florida
| $23K | +$11.8K | +250 | +100% |
|
82
Qube Research & Technologies (QRT)
London,
United Kingdom
| $16K | +$2.18K | +46 | +15% |
|
83
Barclays
London,
United Kingdom
| $6K | -$7.39K | -156 | -53% |
|
|
PO
84
Private Ocean
San Rafael,
California
| – | -$147K | -3,188 | Closed |
|
EPS Hedge Fund Activity: Q3 2021 in Review
83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2021, worth a combined $324M — up 2.1% from $317M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 1 closed out — a net gain of 5 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $4.93M. The largest seller was AE Wealth Management, cutting an estimated $3.83M.
- 83 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2021, up from 79 in Q2 2021.
- Funds reported $324M of WisdomTree US LargeCap Fund stock for Q3 2021, up 2.1% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q3 2021 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2021 was Cetera Advisors, an estimated $4.93M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2021 was AE Wealth Management, an estimated $3.83M sold.
Based on aggregated 13F filings for Q3 2021.