We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

95 hedge funds and large institutions have $400M invested in WisdomTree US LargeCap Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

23% more capital invested

Capital invested by funds: $324M → $400M (+$75.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

5.83% more ownership

Funds ownership: 54.95% → 60.79% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$13.9M
2
PAG
Private Advisor Group
New Jersey
+$11.8M
3
PWS
Private Wealth Strategies
Ohio
+$2.9M
4
KAS
Kestra Advisory Services
Texas
+$2.66M
5
CA
Cetera Advisors
Colorado
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.46M
2
FTUS
Flow Traders U.S.
New York
-$1.86M
3
IA
IFP Advisors
Florida
-$1.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
5
TRCT
Tower Research Capital (TRC)
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
EPG Wealth Management
Georgia
$86K -$6.09K -125 -7%
GWSG
77
GPS Wealth Strategies Group
Colorado
$83K +$4.92K +101 +7%
PP
78
Pacifica Partners
Canada
$77K +$75K +1,539 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$73K +$49 +1 +0.1%
HI
80
Harbour Investments
Wisconsin
$68K -$310K -6,358 -83%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$66K +$46.9K +963 +274%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$59K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$56K – – –
C
84
Covestor
United Kingdom
$50K +$48.7K +1,000 New
ADL
85
Asset Dedication LLC
California
$40K +$39.2K +804 New
GWM
86
Geneos Wealth Management
Colorado
$35K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$34K +$33K +676 New
AA
88
Ancora Advisors
Ohio
$33K – – –
NFG
89
Next Financial Group
Texas
$31K -$30K -615 -50%
SIS
90
Sound Income Strategies
Florida
$27K – – –
NFSG
91
Newbridge Financial Services Group
Florida
$25K – – –
APA
92
American Portfolios Advisors
New York
$15.2K +$14.7K +301 New
IA
93
IFP Advisors
Florida
$12K -$1.72M -35,362 -99%
RCM
94
Raleigh Capital Management
North Carolina
$12K +$12.3K +253 New
FGAM
95
Financial Gravity Asset Management
Texas
$2.54K +$4.39K +90 +0.2%
FTUS
96
Flow Traders U.S.
New York
– -$1.86M -40,350 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$1.54M -33,500 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$392K -8,514 Closed
GRP
99
Global Retirement Partners
California
– -$276K -6,000 Closed
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
– -$228K -4,955 Closed
1 2 3
4
5

EPS Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2021, worth a combined $400M — up 23% from $324M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPS positions and 6 closed out — a net gain of 12 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $13.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.46M.

  • 95 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $400M of WisdomTree US LargeCap Fund stock for Q4 2021, up 23% quarter-over-quarter.
  • 18 funds opened new WisdomTree US LargeCap Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $13.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2021 was Envestnet Asset Management, an estimated $8.46M sold.

Based on aggregated 13F filings for Q4 2021.