WisdomTree US LargeCap Fund
24 hedge funds and large institutions have $21.3M invested in WisdomTree US LargeCap Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
4% less capital invested
Capital invested by funds: $22.1M → $21.3M (-$831K)
4% less funds holding
Funds holding: 25 → 24 (-1)
13.11% less ownership
Funds ownership: 83.94% → 70.83% (-13%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$588K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$480K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$480K |
| 4 |
Morgan Stanley
New York
|
+$174K |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.02M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$267K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$235K |
| 5 |
NES
New England Securities
New York
|
-$115K |
EPS Hedge Fund Activity: Q4 2013 in Review
24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2013, worth a combined $21.3M — down 3.8% from $22.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EPS and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.
The largest buyer was Royal Bank of Canada, adding an estimated $588K. The largest seller was Susquehanna International Group, cutting an estimated $3.41M.
- 24 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2013, down from 25 in Q3 2013.
- Funds reported $21.3M of WisdomTree US LargeCap Fund stock for Q4 2013, down 3.8% quarter-over-quarter.
- 2 funds opened new WisdomTree US LargeCap Fund positions in Q4 2013 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $588K added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2013 was Susquehanna International Group, an estimated $3.41M sold.
Based on aggregated 13F filings for Q4 2013.