WisdomTree US LargeCap Fund
43 hedge funds and large institutions have $102M invested in WisdomTree US LargeCap Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $79.4M → $102M (+$23M)
15.59% more ownership
Funds ownership: 35.52% → 51.12% (+16%)
5% more funds holding
Funds holding: 41 → 43 (+2)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.91M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$694K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.45M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$439K |
| 3 |
Jane Street
New York
|
-$374K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$221K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$220K |
EPS Hedge Fund Activity: Q4 2018 in Review
43 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2018, worth a combined $102M — up 29% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $2.45M.
- 43 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2018, up from 41 in Q3 2018.
- Funds reported $102M of WisdomTree US LargeCap Fund stock for Q4 2018, up 29% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q4 2018 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2018 was Bank of America, an estimated $28.4M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2018 was Morgan Stanley, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2018.