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WisdomTree US LargeCap Fund
EPS

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 110 → 111 (+1)

10% less capital invested

Capital invested by funds: $629M → $563M (-$65.8M)

20.98% less ownership

Funds ownership: 87.65% → 66.67% (-21%)

43% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 46

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FT
Fiduciary Trust
Massachusetts
+$43.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.4M
3
CA
Cetera Advisors
Colorado
+$4.87M
4
GWAG
Garrett Wealth Advisory Group
Texas
+$3.86M
5
LPL Financial
LPL Financial
California
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
-$146M
2
Morgan Stanley
Morgan Stanley
New York
-$54.2M
3
PWS
Private Wealth Strategies
Ohio
-$13.8M
4
SAM
Smartleaf Asset Management
Massachusetts
-$3.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
76
Westwood Holdings Group
Texas
$283K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$282K +$36.1K +688 +16%
IA
78
IFS Advisors
Kansas
$280K – – –
ONB
79
Old National Bancorp
Indiana
$256K – – –
CA
80
CGN Advisors
Kansas
$243K -$9.81K -187 -4%
IWC
81
Integrated Wealth Concepts
Massachusetts
$240K +$228K +4,339 New
MWP
82
Moller Wealth Partners
$232K – – –
CM
83
Capital Management
Virginia
$204K +$193K +3,680 New
Corient Private Wealth
84
Corient Private Wealth
Florida
$203K +$192K +3,663 New
GRP
85
Global Retirement Partners
California
$202K – – –
UB
86
UMB Bank
Missouri
$195K – – –
HNB
87
Huntington National Bank
Ohio
$137K – – –
NS
88
NBC Securities
Alabama
$134K -$535K -10,206 -81%
CFD
89
Creative Financial Designs
Indiana
$132K -$472 -9 -0.4%
SIC
90
SJS Investment Consulting
Ohio
$95.6K -$1.05K -20 -1%
Citigroup
91
Citigroup
New York
$94.8K +$33.1K +631 +58%
GWSG
92
GPS Wealth Strategies Group
Colorado
$76.2K – – –
EWM
93
EPG Wealth Management
Georgia
$75.4K +$157 +3 +0.2%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$65.3K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$63.7K +$60.3K +1,149 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$57.9K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$50K – – –
AA
98
Ancora Advisors
Ohio
$36.6K – – –
SS
99
Sunbelt Securities
Texas
$32.7K +$105 +2 +0.3%
SIS
100
Sound Income Strategies
Florida
$29.7K – – –
1 2 3
4
5

EPS Hedge Fund Activity: Q1 2024 in Review

111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2024, worth a combined $563M — down 10% from $629M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 46 trimmed.

The largest buyer was Fiduciary Trust, opening a new position worth an estimated $43.7M. The largest seller was Financial Gravity Asset Management, cutting an estimated $146M.

  • 111 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2024, up from 110 in Q4 2023.
  • Funds reported $563M of WisdomTree US LargeCap Fund stock for Q1 2024, down 10% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q1 2024 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2024 was Fiduciary Trust, an estimated $43.7M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.