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WisdomTree US LargeCap Fund
EPS

30 hedge funds and large institutions have $55.2M invested in WisdomTree US LargeCap Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

18% more capital invested

Capital invested by funds: $46.6M → $55.2M (+$8.56M)

11% more funds holding

Funds holding: 27 → 30 (+3)

64.79% less ownership

Funds ownership: 97.38% → 32.59% (-65%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.92M
2
CIC
Cutler Investment Counsel
Oregon
+$756K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$502K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$415K
5
IFWM
Institute for Wealth Management
Colorado
+$345K

Top Sellers

1
Jane Street
Jane Street
New York
-$704K
2
LPL Financial
LPL Financial
California
-$326K
3
Goldman Sachs
Goldman Sachs
New York
-$139K
4
Bank of America
Bank of America
North Carolina
-$82K
5
UBS Group
UBS Group
Switzerland
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.2M +$2.92M +96,670 +12%
LPL Financial
2
LPL Financial
California
$3.48M -$326K -10,810 -9%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.29M +$98.3K +3,258 +3%
Bank of America
4
Bank of America
North Carolina
$2.85M -$82K -2,718 -3%
MWM
5
Marietta Wealth Management
Georgia
$2.35M +$130K +4,304 +6%
UBS Group
6
UBS Group
Switzerland
$2.02M -$48K -1,591 -2%
Ameriprise
7
Ameriprise
Minnesota
$1.77M +$100K +3,320 +6%
Wells Fargo
8
Wells Fargo
California
$1.63M +$198K +6,571 +14%
Goldman Sachs
9
Goldman Sachs
New York
$1.44M -$139K -4,596 -9%
MWP
10
MYCIO Wealth Partners
Pennsylvania
$957K +$19K +629 +2%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$932K -$4.08K -135 -0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$870K +$186K +6,179 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$862K +$502K +16,645 +150%
CIC
14
Cutler Investment Counsel
Oregon
$778K +$756K +25,039 New
UA
15
Unison Advisors
District of Columbia
$723K +$702K +23,258 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$681K +$415K +13,763 +169%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$598K – – –
GAG
18
GM Advisory Group
New York
$592K +$46.1K +1,526 +9%
CPIG
19
Chicago Partners Investment Group
Illinois
$533K +$7.06K +234 +1%
Creative Planning
20
Creative Planning
Kansas
$389K – – –
IFWM
21
Institute for Wealth Management
Colorado
$355K +$345K +11,415 New
AG
22
Advisor Group
Arizona
$245K +$30 +1 +0%
PCM
23
Parsons Capital Management
Rhode Island
$237K +$1.99K +66 +0.9%
CFA
24
Carroll Financial Associates
North Carolina
$186K – – –
IA
25
IFP Advisors
Florida
$100K +$60 +2 +0.1%
1
2

EPS Hedge Fund Activity: Q4 2017 in Review

30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2017, worth a combined $55.2M — up 18% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EPS positions and 1 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.92M. The largest seller was Jane Street, exiting entirely with an estimated $704K sold.

  • 30 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $55.2M of WisdomTree US LargeCap Fund stock for Q4 2017, up 18% quarter-over-quarter.
  • 4 funds opened new WisdomTree US LargeCap Fund positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.92M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2017 was Jane Street, an estimated $704K sold.

Based on aggregated 13F filings for Q4 2017.