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WisdomTree US LargeCap Fund
EPS

101 hedge funds and large institutions have $334M invested in WisdomTree US LargeCap Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more capital invested

Capital invested by funds: $318M → $334M (+$15.9M)

2.54% more ownership

Funds ownership: 56.36% → 58.9% (+2.5%)

1% more funds holding

Funds holding: 100 → 101 (+1)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.6M
2
KAS
Kestra Advisory Services
Texas
+$3.76M
3
RT
Rockland Trust
Massachusetts
+$3.02M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$2.9M
5
PWS
Private Wealth Strategies
Ohio
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$3.16M
2
AWM
AE Wealth Management
Kansas
-$3.14M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.81M
4
UBS Group
UBS Group
Switzerland
-$1.63M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFS Advisors
Kansas
$211K – – –
RWB
77
RMR Wealth Builders
New Jersey
$205K +$206K +4,942 New
PTC
78
Private Trust Company
Ohio
$196K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$152K -$8.32K -200 -5%
UB
80
UMB Bank
Missouri
$146K – – –
CFD
81
Creative Financial Designs
Indiana
$106K -$4.87K -117 -4%
SIC
82
SJS Investment Consulting
Ohio
$72.6K – – –
EWM
83
EPG Wealth Management
Georgia
$71.4K +$208 +5 +0.3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$60.1K – – –
HI
85
Harbour Investments
Wisconsin
$49.8K -$6.53K -157 -12%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$49K – – –
WA
87
Win Advisors
Florida
$48.4K -$10.9K -262 -18%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$48.3K +$18.4K +442 +61%
AWM
89
Accel Wealth Management
Iowa
$48K +$250 +6 +0.5%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$47.2K – – –
GWM
91
Geneos Wealth Management
Colorado
$29.1K – – –
AA
92
Ancora Advisors
Ohio
$27K – – –
SIS
93
Sound Income Strategies
Florida
$22.3K – – –
C
94
Covestor
United Kingdom
$21K -$915 -22 -4%
Citigroup
95
Citigroup
New York
$13.4K +$13.4K +323 New
NFSG
96
Newbridge Financial Services Group
Florida
$11.8K +$499 +12 +4%
MCI
97
MRP Capital Investments
Georgia
$8.32K +$8.32K +200 New
MSCM
98
McElhenny Sheffield Capital Management
Texas
$2.91K +$2.91K +70 New
MCC
99
Money Concepts Capital
Florida
$1.91K -$5.29K -127 -73%
FGAM
100
Financial Gravity Asset Management
Texas
$1.87K -$707 -17 -0%
1 2 3
4
5

EPS Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2022, worth a combined $334M — up 5% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPS positions and 12 closed out — a net gain of 4 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.6M. The largest seller was Private Advisor Group, cutting an estimated $3.16M.

  • 101 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2022, up from 100 in Q3 2022.
  • Funds reported $334M of WisdomTree US LargeCap Fund stock for Q4 2022, up 5% quarter-over-quarter.
  • 16 funds opened new WisdomTree US LargeCap Fund positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2022 was Morgan Stanley, an estimated $19.6M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2022 was Private Advisor Group, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2022.