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WisdomTree US LargeCap Fund
EPS

25 hedge funds and large institutions have $27.9M invested in WisdomTree US LargeCap Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $26M → $27.9M (+$1.89M)

0.02% more ownership

Funds ownership: 73.07% → 73.09% (+0.02%)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.13M
2
Jane Street
Jane Street
New York
+$1.02M
3
UCFA
United Capital Financial Advisors
Texas
+$601K
4
Morgan Stanley
Morgan Stanley
New York
+$310K
5
U
UBS
Switzerland
+$305K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$472K
3
LPL Financial
LPL Financial
California
-$99.7K
4
GSC
Ground Swell Capital
South Carolina
-$49K
5
Deutsche Bank
Deutsche Bank
Germany
-$24.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.96M +$310K +13,449 +5%
PI
2
Placemark Investments
Illinois
$4.13M +$209K +9,102 +5%
LPL Financial
3
LPL Financial
California
$2.65M -$99.7K -4,332 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.22M -$472K -20,526 -18%
MWP
5
Moller Wealth Partners
$1.71M – – –
Bank of America
6
Bank of America
North Carolina
$1.43M +$1.13M +49,287 +382%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.24M -$1.49M -64,692 -54%
Jane Street
8
Jane Street
New York
$1.24M +$1.02M +44,376 +462%
WA
9
WFG Advisors
Texas
$1.17M +$8.84K +384 +0.8%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$933K – – –
U
11
UBS
Switzerland
$921K +$305K +13,248 +49%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$796K +$3.66K +159 +0.5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$653K +$72.1K +3,132 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$600K – – –
UCFA
15
United Capital Financial Advisors
Texas
$600K +$601K +26,127 New
CIC
16
Cutler Investment Counsel
Oregon
$500K +$18.3K +795 +4%
CWM
17
Concert Wealth Management
California
$242K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$194K +$71K +3,084 +58%
Deutsche Bank
19
Deutsche Bank
Germany
$183K -$24.2K -1,050 -12%
AIG
20
American International Group
New York
$152K +$69.9K +3,036 +85%
CFA
21
Carroll Financial Associates
North Carolina
$142K – – –
Wells Fargo
22
Wells Fargo
California
$76K +$69 +3 +0.1%
NES
23
New England Securities
New York
$72K – – –
RIA
24
Regal Investment Advisors
Michigan
$39K – – –
Ameriprise
25
Ameriprise
Minnesota
$30K – – –
1
2

EPS Hedge Fund Activity: Q3 2014 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2014, worth a combined $27.9M — up 7.3% from $26M a quarter earlier.

Fund positioning in EPS was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $1.13M. The largest seller was Susquehanna International Group, cutting an estimated $1.49M.

  • 25 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $27.9M of WisdomTree US LargeCap Fund stock for Q3 2014, up 7.3% quarter-over-quarter.
  • 1 fund opened new WisdomTree US LargeCap Fund positions in Q3 2014 and 1 closed out, a net change of 0 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2014 was Bank of America, an estimated $1.13M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2014 was Susquehanna International Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2014.