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WisdomTree US LargeCap Fund
EPS

27 hedge funds and large institutions have $46.6M invested in WisdomTree US LargeCap Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $46.3M → $46.6M (+$318K)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3% less ownership

Funds ownership: 100.37% → 97.38% (-3%)

4% less funds holding

Funds holding: 28 → 27 (-1)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.08M
2
Jane Street
Jane Street
New York
+$690K
3
Wells Fargo
Wells Fargo
California
+$600K
4
MWM
Marietta Wealth Management
Georgia
+$215K
5
AG
Advisor Group
Arizona
+$43.5K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.15M
2
Citadel Advisors
Citadel Advisors
Florida
-$349K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$277K
4
Bank of America
Bank of America
North Carolina
-$67.4K
5
BHWM
Bar Harbor Wealth Management
New Hampshire
-$60.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.6M -$30K -1,056 -0.1%
LPL Financial
2
LPL Financial
California
$3.57M -$6.91K -243 -0.2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.97M +$1.28K +45 +0%
Bank of America
4
Bank of America
North Carolina
$2.74M -$67.4K -2,370 -2%
MWM
5
Marietta Wealth Management
Georgia
$2.07M +$215K +7,569 +12%
UBS Group
6
UBS Group
Switzerland
$1.93M +$13.6K +477 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$1.56M +$1.08M +38,091 +244%
Goldman Sachs
8
Goldman Sachs
New York
$1.48M – – –
Wells Fargo
9
Wells Fargo
California
$1.33M +$600K +21,114 +85%
MWP
10
MYCIO Wealth Partners
Pennsylvania
$876K +$3.58K +126 +0.4%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$874K -$60.1K -2,115 -7%
Jane Street
12
Jane Street
New York
$704K +$690K +24,279 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$633K -$277K -9,729 -31%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$558K – – –
GAG
15
GM Advisory Group
New York
$508K +$22.5K +792 +5%
CPIG
16
Chicago Partners Investment Group
Illinois
$491K +$25.1K +882 +5%
Creative Planning
17
Creative Planning
Kansas
$363K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$321K +$12.7K +447 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$237K -$2.15M -75,672 -90%
AG
20
Advisor Group
Arizona
$229K +$43.5K +1,530 +24%
PCM
21
Parsons Capital Management
Rhode Island
$220K -$4.26K -150 -2%
CFA
22
Carroll Financial Associates
North Carolina
$176K – – –
IA
23
IFP Advisors
Florida
$93K +$85 +3 +0.1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$76K – – –
LNB
25
Ledyard National Bank
$13K – – –
1
2

EPS Hedge Fund Activity: Q3 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2017, worth a combined $46.6M — up 0.69% from $46.3M a quarter earlier.

Fund positioning in EPS was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 11 added to existing stakes and 7 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.08M. The largest seller was Susquehanna International Group, cutting an estimated $2.15M.

  • 27 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2017, down from 28 in Q2 2017.
  • Funds reported $46.6M of WisdomTree US LargeCap Fund stock for Q3 2017, up 0.69% quarter-over-quarter.
  • 1 fund opened new WisdomTree US LargeCap Fund positions in Q3 2017 and 1 closed out, a net change of 0 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2017 was Ameriprise, an estimated $1.08M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2017 was Susquehanna International Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q3 2017.