WisdomTree US LargeCap Fund
117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
8% more funds holding
Funds holding: 108 → 117 (+9)
1% more capital invested
Capital invested by funds: $584M → $587M (+$3.37M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 37
4.99% less ownership
Funds ownership: 63.55% → 58.56% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$24.9M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.11M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$4.06M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 5 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.03M |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$828K |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$389K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$355K |
EPS Hedge Fund Activity: Q3 2024 in Review
117 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2024, worth a combined $587M — up 0.58% from $584M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EPS positions and 8 closed out — a net gain of 11 holders — while 36 added to existing stakes and 37 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $24.9M. The largest seller was Kestra Advisory Services, cutting an estimated $3.9M.
- 117 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2024, up from 108 in Q2 2024.
- Funds reported $587M of WisdomTree US LargeCap Fund stock for Q3 2024, up 0.58% quarter-over-quarter.
- 19 funds opened new WisdomTree US LargeCap Fund positions in Q3 2024 and 8 closed out, a net change of +11 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2024 was Fiduciary Trust, an estimated $24.9M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $3.9M sold.
Based on aggregated 13F filings for Q3 2024.