WisdomTree US LargeCap Fund
110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
19% more capital invested
Capital invested by funds: $529M → $629M (+$99.8M)
6.77% more ownership
Funds ownership: 80.89% → 87.65% (+6.8%)
1% more funds holding
Funds holding: 109 → 110 (+1)
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.9M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$11.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.39M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.25M |
| 5 |
JP Morgan Chase
New York
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.37M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.78M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.07M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$812K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$713K |
EPS Hedge Fund Activity: Q4 2023 in Review
110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2023, worth a combined $629M — up 19% from $529M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EPS positions and 10 closed out — a net gain of 2 holders — while 37 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was AE Wealth Management, cutting an estimated $4.37M.
- 110 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $629M of WisdomTree US LargeCap Fund stock for Q4 2023, up 19% quarter-over-quarter.
- 12 funds opened new WisdomTree US LargeCap Fund positions in Q4 2023 and 10 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2023 was Morgan Stanley, an estimated $32.9M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2023 was AE Wealth Management, an estimated $4.37M sold.
Based on aggregated 13F filings for Q4 2023.