WisdomTree US LargeCap Fund
99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.
7% more capital invested
Capital invested by funds: $389M → $415M (+$26.3M)
0.72% more ownership
Funds ownership: 59.15% → 59.87% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less funds holding
Funds holding: 103 → 99 (-4)
24% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 41
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$4.01M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.48M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$937K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.06M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.47M |
| 3 |
JP Morgan Chase
New York
|
-$1.51M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$751K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$645K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Goldman Sachs
New York
| – | -$581K | -13,299 | Closed |
|
|
IA
102
IFG Advisory
Atlanta,
Georgia
| – | -$250K | -5,722 | Closed |
|
|
AWA
103
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$236K | -5,391 | Closed |
|
|
CWM
104
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$229K | -5,249 | Closed |
|
|
PTC
105
Private Trust Company
Cleveland,
Ohio
| – | -$206K | -4,717 | Closed |
|
|
AWM
106
Accel Wealth Management
Waverly,
Iowa
| – | -$50.6K | -1,157 | Closed |
|
|
NFSG
107
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$12.4K | -284 | Closed |
|
|
PFBT
108
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.71K | -39 | Closed |
|
EPS Hedge Fund Activity: Q2 2023 in Review
99 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2023, worth a combined $415M — up 6.8% from $389M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EPS and 5 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 31 added.
The largest buyer was Advisory Alpha, adding an estimated $4.01M. The largest seller was Morgan Stanley, cutting an estimated $5.06M.
- 99 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2023, down from 103 in Q1 2023.
- Funds reported $415M of WisdomTree US LargeCap Fund stock for Q2 2023, up 6.8% quarter-over-quarter.
- 5 funds opened new WisdomTree US LargeCap Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2023 was Advisory Alpha, an estimated $4.01M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2023 was Morgan Stanley, an estimated $5.06M sold.
Based on aggregated 13F filings for Q2 2023.