We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

20 hedge funds and large institutions have $18.3M invested in WisdomTree US LargeCap Fund in 2013 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

77.98% more ownership

Funds ownership: 0% → 77.98% (+78%)

Holders
20
Holders Change
+20
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.17M +$4.16M +222,357 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.12M +$3.11M +166,257 New
Morgan Stanley
3
Morgan Stanley
New York
$2.58M +$2.57M +137,553 New
LPL Financial
4
LPL Financial
California
$1.65M +$1.64M +87,729 New
MWP
5
Moller Wealth Partners
$1.4M +$1.4M +74,898 New
PI
6
Placemark Investments
Illinois
$1.08M +$1.08M +57,819 New
MWP
7
MYCIO Wealth Partners
Pennsylvania
$849K +$846K +45,264 New
BHWM
8
Bar Harbor Wealth Management
New Hampshire
$803K +$800K +42,807 New
WA
9
WFG Advisors
Texas
$746K +$744K +39,780 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$366K +$365K +19,503 New
CIC
11
Cutler Investment Counsel
Oregon
$316K +$315K +16,857 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$247K +$247K +13,191 New
U
13
UBS
Switzerland
$238K +$238K +12,708 New
NES
14
New England Securities
New York
$234K +$233K +12,480 New
CWM
15
Concert Wealth Management
California
$233K – – –
Bank of America
16
Bank of America
North Carolina
$113K +$113K +6,048 New
Wells Fargo
17
Wells Fargo
California
$79K +$78.6K +4,203 New
AIG
18
American International Group
New York
$31.3K +$31.2K +1,668 New
Ameriprise
19
Ameriprise
Minnesota
$30K +$29.8K +1,596 New
UB
20
UMB Bank
Missouri
$844 +$841K +45,000 New
CFA
21
Carroll Financial Associates
North Carolina
– +$112K +6,000 New

EPS Hedge Fund Activity: Q2 2013 in Review

20 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2013, worth a combined $18.3M.

Buyers outnumbered sellers: 20 funds opened new EPS positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

  • 20 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.3M of WisdomTree US LargeCap Fund stock for Q2 2013.
  • 20 funds opened new WisdomTree US LargeCap Fund positions in Q2 2013 and 0 closed out, a net change of +20 holders.

Based on aggregated 13F filings for Q2 2013.