WisdomTree US LargeCap Fund
109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
27% more capital invested
Capital invested by funds: $415M → $529M (+$114M)
21.01% more ownership
Funds ownership: 59.87% → 80.89% (+21%)
10% more funds holding
Funds holding: 99 → 109 (+10)
3% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$138M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.32M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$25.7M |
| 2 |
Morgan Stanley
New York
|
-$2.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$878K |
| 5 |
RVPG
Relative Value Partners Group
|
-$632K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $24.5K | – | – | – |
|
|
GWM
102
Geneos Wealth Management
Englewood,
Colorado
| $18.3K | – | – | – |
|
103
Citigroup
New York
| $16.8K | +$1.75K | +37 | +11% |
|
|
C
104
Covestor
London,
United Kingdom
| $15K | -$756 | -16 | -5% |
|
|
AWA
105
Authentikos Wealth Advisory
Morgan Hill,
California
| $12.1K | +$12.5K | +264 | New |
|
|
BTI
106
Blue Trust Inc
Alpharetta,
Georgia
| $11K | +$10.7K | +227 | New |
|
|
LWANC
107
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
IPW
108
Impact Partnership Wealth
Marietta,
Georgia
| $4.58K | +$4.72K | +100 | New |
|
|
PA
109
PSI Advisors
Tampa,
Florida
| $1.33K | – | – | – |
|
|
DLIC
110
Daido Life Insurance Company
Osaka,
Japan
| – | -$25.7M | -549,372 | Closed |
|
|
T
111
TRUADVICE
Sarasota,
Florida
| – | -$878K | -18,486 | Closed |
|
EPS Hedge Fund Activity: Q3 2023 in Review
109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2023, worth a combined $529M — up 27% from $415M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EPS positions and 2 closed out — a net gain of 10 holders — while 39 added to existing stakes and 38 trimmed.
The largest buyer was Financial Gravity Asset Management, adding an estimated $138M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $25.7M sold.
- 109 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2023, up from 99 in Q2 2023.
- Funds reported $529M of WisdomTree US LargeCap Fund stock for Q3 2023, up 27% quarter-over-quarter.
- 12 funds opened new WisdomTree US LargeCap Fund positions in Q3 2023 and 2 closed out, a net change of +10 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $138M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2023 was Daido Life Insurance Company, an estimated $25.7M sold.
Based on aggregated 13F filings for Q3 2023.