WisdomTree US LargeCap Fund
36 hedge funds and large institutions have $72.5M invested in WisdomTree US LargeCap Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
20% more capital invested
Capital invested by funds: $60.3M → $72.5M (+$12.1M)
9% more funds holding
Funds holding: 33 → 36 (+3)
3.51% more ownership
Funds ownership: 32.69% → 36.2% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$9.17M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.7M |
| 3 |
LBC
Lowe Brockenbrough & Co
Richmond,
Virginia
|
+$893K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$529K |
| 5 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$987K |
| 2 |
Jane Street
New York
|
-$410K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$356K |
| 4 |
Goldman Sachs
New York
|
-$345K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$253K |
EPS Hedge Fund Activity: Q2 2018 in Review
36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2018, worth a combined $72.5M — up 20% from $60.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Daido Life Insurance Company, adding an estimated $9.17M. The largest seller was Morgan Stanley, cutting an estimated $987K.
- 36 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2018, up from 33 in Q1 2018.
- Funds reported $72.5M of WisdomTree US LargeCap Fund stock for Q2 2018, up 20% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q2 2018 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $9.17M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2018 was Morgan Stanley, an estimated $987K sold.
Based on aggregated 13F filings for Q2 2018.