WisdomTree US LargeCap Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$22.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.92M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.03M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.57M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.87M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$6.03M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$519K |
| 4 |
RFA
Resurgent Financial Advisors
Atlanta,
Georgia
|
-$400K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
101
Moller Wealth Partners
| – | -$203K | -4,194 | Closed |
|
102
Koshinski Asset Management
Decatur,
Illinois
| – | -$127K | -2,635 | Closed |
|
|
EWM
103
EPG Wealth Management
Atlanta,
Georgia
| – | -$82K | -1,704 | Closed |
|
104
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$33K | -676 | Closed |
|
|
EWA
105
EverSource Wealth Advisors
Birmingham,
Alabama
| – | +$531 | +12 | New |
|
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.