WisdomTree US LargeCap Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$13.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$11.8M |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.9M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.66M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.46M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.86M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.54M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$392K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Barclays
London,
United Kingdom
| – | -$6K | -140 | Closed |
|
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.