WisdomTree US LargeCap Fund
EPS
41 hedge funds and large institutions have $79.4M invested in WisdomTree US LargeCap Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
14% more funds holding
Funds holding: 36 → 41 (+5)
10% more capital invested
Capital invested by funds: $72.5M → $79.4M (+$6.93M)
0.68% less ownership
Funds ownership: 36.2% → 35.52% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.03M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$598K |
| 3 |
Jane Street
New York
|
+$369K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$368K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$654K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$306K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$184K |
| 5 |
Morgan Stanley
New York
|
-$153K |
EPS Hedge Fund Activity: Q3 2018 in Review
41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2018, worth a combined $79.4M — up 9.6% from $72.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was ACG Wealth, adding an estimated $2.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.03M sold.
- 41 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2018, up from 36 in Q2 2018.
- Funds reported $79.4M of WisdomTree US LargeCap Fund stock for Q3 2018, up 9.6% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q3 2018 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2018 was ACG Wealth, an estimated $2.03M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2018 was Susquehanna International Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2018.