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WisdomTree US LargeCap Fund
EPS

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more funds holding

Funds holding: 93 → 97 (+4)

3.5% more ownership

Funds ownership: 55.23% → 58.73% (+3.5%)

8% less capital invested

Capital invested by funds: $388M → $358M (-$29.8M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$22.6M
2
UBS Group
UBS Group
Switzerland
+$4.92M
3
CA
Cetera Advisors
Colorado
+$4.03M
4
LPL Financial
LPL Financial
California
+$3.57M
5
FGAM
Financial Gravity Asset Management
Texas
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.87M
2
BFG
Beacon Financial Group
Texas
-$6.03M
3
Stifel Financial
Stifel Financial
Missouri
-$519K
4
RFA
Resurgent Financial Advisors
Georgia
-$400K
5
Creative Planning
Creative Planning
Kansas
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
Win Advisors
Florida
$97K -$67.4K -1,524 -39%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$73K +$79.6K +1,800 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$61K +$2.96K +67 +5%
GWSG
79
GPS Wealth Strategies Group
Colorado
$56K -$11.9K -269 -16%
HI
80
Harbour Investments
Wisconsin
$55K +$59.9K +1,355 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$50K +$54K +1,220 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$48K – – –
AWM
83
Accel Wealth Management
Iowa
$48K +$265 +6 +0.5%
PA
84
PSI Advisors
Florida
$31K -$224K -5,055 -87%
C
85
Covestor
United Kingdom
$29K -$11K -248 -26%
GWM
86
Geneos Wealth Management
Colorado
$28K – – –
AA
87
Ancora Advisors
Ohio
$27K – – –
SIS
88
Sound Income Strategies
Florida
$22K – – –
PP
89
Pacifica Partners
Canada
$21K -$45.6K -1,030 -67%
NFSG
90
Newbridge Financial Services Group
Florida
$21K +$708 +16 +3%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$18K +$2.88K +65 +17%
RCM
92
Raleigh Capital Management
North Carolina
$10K – – –
MCC
93
Money Concepts Capital
Florida
$8K -$3.36K -76 -27%
FGAM
94
Financial Gravity Asset Management
Texas
$3.84K +$2.11M +47,688 +102%
TCWM
95
Total Clarity Wealth Management
Illinois
$2K +$2.08K +47 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$46 – – –
RFA
97
Resurgent Financial Advisors
Georgia
– -$400K -8,280 Closed
KPWS
98
Kestra Private Wealth Services
Texas
– -$238K -4,914 Closed
ONB
99
Old National Bancorp
Indiana
– -$224K -4,624 Closed
RJA
100
Raymond James & Associates
Florida
– -$222K -4,600 Closed
1 2 3
4
5

EPS Hedge Fund Activity: Q2 2022 in Review

97 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2022, worth a combined $358M — down 7.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EPS positions and 8 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $22.6M. The largest seller was Envestnet Asset Management, cutting an estimated $7.87M.

  • 97 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $358M of WisdomTree US LargeCap Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 13 funds opened new WisdomTree US LargeCap Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2022 was Private Advisor Group, an estimated $22.6M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $7.87M sold.

Based on aggregated 13F filings for Q2 2022.