WisdomTree US LargeCap Fund
45 hedge funds and large institutions have $89.4M invested in WisdomTree US LargeCap Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
13% less capital invested
Capital invested by funds: $102M → $89.4M (-$12.9M)
13.87% less ownership
Funds ownership: 51.12% → 37.25% (-14%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11M |
| 3 |
Morgan Stanley
New York
|
+$1.05M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$444K |
| 5 |
LBC
Lowe Brockenbrough & Co
Richmond,
Virginia
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$731K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$340K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$338K |
EPS Hedge Fund Activity: Q1 2019 in Review
45 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2019, worth a combined $89.4M — down 13% from $102M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.93M. The largest seller was Bank of America, cutting an estimated $29M.
- 45 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2019, up from 43 in Q4 2018.
- Funds reported $89.4M of WisdomTree US LargeCap Fund stock for Q1 2019, down 13% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q1 2019 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2019 was Ladenburg Thalmann Financial Services, an estimated $3.93M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2019 was Bank of America, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2019.