WisdomTree US LargeCap Fund
30 hedge funds and large institutions have $38.1M invested in WisdomTree US LargeCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 29 → 30 (+1)
1% more capital invested
Capital invested by funds: $37.8M → $38.1M (+$325K)
4.17% less ownership
Funds ownership: 98.74% → 94.56% (-4.2%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$798K |
| 3 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
+$204K |
| 4 |
SG Americas Securities
New York
|
+$167K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.95M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
-$291K |
| 3 |
Bank of New York Mellon
New York
|
-$285K |
| 4 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$199K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$91K |
EPS Hedge Fund Activity: Q3 2016 in Review
30 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2016, worth a combined $38.1M — up 0.86% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPS positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.12M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $2.95M sold.
- 30 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2016, up from 29 in Q2 2016.
- Funds reported $38.1M of WisdomTree US LargeCap Fund stock for Q3 2016, up 0.86% quarter-over-quarter.
- 5 funds opened new WisdomTree US LargeCap Fund positions in Q3 2016 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2016 was Citadel Advisors, an estimated $1.12M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2016 was Envestnet Asset Management, an estimated $2.95M sold.
Based on aggregated 13F filings for Q3 2016.