We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

28 hedge funds and large institutions have $46.3M invested in WisdomTree US LargeCap Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $41.9M → $46.3M (+$4.43M)

3.98% more ownership

Funds ownership: 96.4% → 100.37% (+4%)

3% less funds holding

Funds holding: 29 → 28 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.78M
2
Bank of America
Bank of America
North Carolina
+$1.21M
3
Morgan Stanley
Morgan Stanley
New York
+$339K
4
MWM
Marietta Wealth Management
Georgia
+$281K
5
WA
WFG Advisors
Texas
+$232K

Top Sellers

1
CIC
Cutler Investment Counsel
Oregon
-$633K
2
Jane Street
Jane Street
New York
-$410K
3
SG Americas Securities
SG Americas Securities
New York
-$155K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$94.7K
5
BHWM
Bar Harbor Wealth Management
New Hampshire
-$87.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M +$339K +12,309 +2%
LPL Financial
2
LPL Financial
California
$3.42M +$60.7K +2,205 +2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.85M -$12.2K -444 -0.4%
Bank of America
4
Bank of America
North Carolina
$2.69M +$1.21M +43,974 +83%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.33M +$1.78M +64,653 +337%
UBS Group
6
UBS Group
Switzerland
$1.83M +$24.5K +888 +1%
MWM
7
Marietta Wealth Management
Georgia
$1.77M +$281K +10,191 +19%
Goldman Sachs
8
Goldman Sachs
New York
$1.42M – – –
WA
9
WFG Advisors
Texas
$1.14M +$232K +8,424 +26%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$896K -$87.2K -3,165 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$876K -$94.7K -3,438 -10%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$835K +$3.39K +123 +0.4%
Wells Fargo
13
Wells Fargo
California
$689K +$6.94K +252 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$534K – – –
GAG
15
GM Advisory Group
New York
$464K +$197K +7,152 +75%
Ameriprise
16
Ameriprise
Minnesota
$434K +$5.37K +195 +1%
CPIG
17
Chicago Partners Investment Group
Illinois
$431K +$200K +7,251 +82%
Citadel Advisors
18
Citadel Advisors
Florida
$349K +$34.4K +1,248 +11%
Creative Planning
19
Creative Planning
Kansas
$348K – – –
IFWM
20
Institute for Wealth Management
Colorado
$316K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$296K +$149K +5,424 +104%
PCM
22
Parsons Capital Management
Rhode Island
$214K -$2.48K -90 -1%
AG
23
Advisor Group
Arizona
$176K – – –
CFA
24
Carroll Financial Associates
North Carolina
$166K – – –
IA
25
IFP Advisors
Florida
$89K +$83 +3 +0.1%
1
2

EPS Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2017, worth a combined $46.3M — up 11% from $41.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EPS and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 15 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.78M. The largest seller was Cutler Investment Counsel, exiting entirely with an estimated $633K sold.

  • 28 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2017, down from 29 in Q1 2017.
  • Funds reported $46.3M of WisdomTree US LargeCap Fund stock for Q2 2017, up 11% quarter-over-quarter.
  • 2 funds opened new WisdomTree US LargeCap Fund positions in Q2 2017 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $1.78M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2017 was Cutler Investment Counsel, an estimated $633K sold.

Based on aggregated 13F filings for Q2 2017.