WisdomTree US LargeCap Fund
103 hedge funds and large institutions have $389M invested in WisdomTree US LargeCap Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $334M → $389M (+$55.1M)
2% more funds holding
Funds holding: 101 → 103 (+2)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
0.26% more ownership
Funds ownership: 58.9% → 59.15% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$11.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.96M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$3.11M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.1M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.83M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.9M |
| 3 |
RVPG
Relative Value Partners Group
|
-$2.06M |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$1.42M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
101
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1.71K | +$1.68K | +39 | New |
|
|
PA
102
PSI Advisors
Tampa,
Florida
| $1.27K | – | – | – |
|
103
Commonwealth Equity Services
Waltham,
Massachusetts
| $278 | +$604 | +14 | +0.2% |
|
|
104
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$3.83M | -92,219 | Closed |
|
|
PCIA
105
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$2.9M | -69,696 | Closed |
|
|
PAS
106
Park Avenue Securities
New York
| – | -$286K | -6,883 | Closed |
|
|
ICM
107
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$268K | -6,450 | Closed |
|
|
RWB
108
RMR Wealth Builders
Montclair,
New Jersey
| – | -$205K | -4,942 | Closed |
|
|
WA
109
Win Advisors
Palm Beach Gardens,
Florida
| – | -$48.4K | -1,163 | Closed |
|
|
MCI
110
MRP Capital Investments
Alpharetta,
Georgia
| – | -$8.32K | -200 | Closed |
|
|
MSCM
111
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$2.91K | -70 | Closed |
|
|
MCC
112
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.91K | -46 | Closed |
|
EPS Hedge Fund Activity: Q1 2023 in Review
103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2023, worth a combined $389M — up 17% from $334M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EPS positions and 9 closed out — a net gain of 3 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was IEQ Capital, opening a new position worth an estimated $11.4M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $3.83M sold.
- 103 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2023, up from 101 in Q4 2022.
- Funds reported $389M of WisdomTree US LargeCap Fund stock for Q1 2023, up 17% quarter-over-quarter.
- 12 funds opened new WisdomTree US LargeCap Fund positions in Q1 2023 and 9 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2023 was IEQ Capital, an estimated $11.4M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $3.83M sold.
Based on aggregated 13F filings for Q1 2023.