WisdomTree US LargeCap Fund
25 hedge funds and large institutions have $23M invested in WisdomTree US LargeCap Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
25% more funds holding
Funds holding: 20 → 25 (+5)
20% more capital invested
Capital invested by funds: $19.1M → $23M (+$3.89M)
5.96% more ownership
Funds ownership: 77.98% → 83.94% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Placemark Investments
Chicago,
Illinois
|
+$2.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
+$235K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$148K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$594K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$369K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.6K |
| 5 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$16K |
EPS Hedge Fund Activity: Q3 2013 in Review
25 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2013, worth a combined $23M — up 20% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPS positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Placemark Investments, adding an estimated $2.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $594K.
- 25 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2013, up from 20 in Q2 2013.
- Funds reported $23M of WisdomTree US LargeCap Fund stock for Q3 2013, up 20% quarter-over-quarter.
- 5 funds opened new WisdomTree US LargeCap Fund positions in Q3 2013 and 0 closed out, a net change of +5 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2013 was Placemark Investments, an estimated $2.14M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2013 was Cambridge Investment Research Advisors, an estimated $594K sold.
Based on aggregated 13F filings for Q3 2013.