WisdomTree US LargeCap Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 2 |
Jane Street
New York
|
+$690K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$600K |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$215K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$43.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$349K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$277K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$67.4K |
| 5 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$60.1K |
EPS Hedge Fund Activity: Q3 2017 in Review
27 of the 4,022 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.