WisdomTree US LargeCap Fund
44 hedge funds and large institutions have $95M invested in WisdomTree US LargeCap Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
6% more capital invested
Capital invested by funds: $89.4M → $95M (+$5.62M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.67% less ownership
Funds ownership: 37.25% → 36.58% (-0.67%)
2% less funds holding
Funds holding: 45 → 44 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$6.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$944K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.82M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.32M |
| 3 |
Morgan Stanley
New York
|
-$475K |
| 4 |
S
Surevest
Los Angeles,
California
|
-$349K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$302K |
EPS Hedge Fund Activity: Q2 2019 in Review
44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2019, worth a combined $95M — up 6.3% from $89.4M a quarter earlier.
Fund positioning in EPS was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 10 trimmed.
The largest buyer was ACG Wealth, adding an estimated $6.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.82M.
- 44 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2019, down from 45 in Q1 2019.
- Funds reported $95M of WisdomTree US LargeCap Fund stock for Q2 2019, up 6.3% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q2 2019 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2019 was ACG Wealth, an estimated $6.61M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $5.82M sold.
Based on aggregated 13F filings for Q2 2019.