WisdomTree US LargeCap Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.76M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$3.02M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$2.9M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.16M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.81M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.63M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
PSI Advisors
Tampa,
Florida
| $1.21K | -$10.6K | -254 | -90% |
|
|
FTUS
102
Flow Traders U.S.
New York
| – | -$1.1M | -28,539 | Closed |
|
|
LCAM
103
London & Capital Asset Management
London,
United Kingdom
| – | -$599K | -15,591 | Closed |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| – | -$465K | -12,110 | Closed |
|
|
OFS
105
OneAscent Financial Services
Birmingham,
Alabama
| – | -$251K | -6,540 | Closed |
|
106
US Bancorp
Minneapolis,
Minnesota
| – | -$144K | -3,750 | Closed |
|
|
MA
107
MUFG Americas
New York
| – | -$121K | -3,141 | Closed |
|
|
GWSG
108
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$53K | -1,375 | Closed |
|
109
Rockefeller Capital Management
New York
| – | -$38K | -1,000 | Closed |
|
110
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$26K | -683 | Closed |
|
|
PP
111
Pacifica Partners
Surrey,
Canada
| – | -$21K | -509 | Closed |
|
112
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$16K | -413 | Closed |
|
|
RCM
113
Raleigh Capital Management
Cary,
North Carolina
| – | -$10K | -262 | Closed |
|
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.