WisdomTree US LargeCap Fund
63 hedge funds and large institutions have $159M invested in WisdomTree US LargeCap Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 17 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.4% less ownership
Funds ownership: 53.73% → 47.33% (-6.4%)
13% less funds holding
Funds holding: 72 → 63 (-9)
29% less capital invested
Capital invested by funds: $223M → $159M (-$64M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$9.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.1M |
| 3 |
RVPG
Relative Value Partners Group
|
+$2.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.09M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$14M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$11.7M |
| 3 |
Jane Street
New York
|
-$4.35M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$4.23M |
| 5 |
S
Surevest
Los Angeles,
California
|
-$1.65M |
EPS Hedge Fund Activity: Q1 2020 in Review
63 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2020, worth a combined $159M — down 29% from $223M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EPS and 11 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Leicht Financial Planning & Wealth Management, opening a new position worth an estimated $9.29M. The largest seller was Trilogy Capital, exiting entirely with an estimated $14M sold.
- 63 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2020, down from 72 in Q4 2019.
- Funds reported $159M of WisdomTree US LargeCap Fund stock for Q1 2020, down 29% quarter-over-quarter.
- 11 funds opened new WisdomTree US LargeCap Fund positions in Q1 2020 and 17 closed out, a net change of -6 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2020 was Leicht Financial Planning & Wealth Management, an estimated $9.29M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2020 was Trilogy Capital, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2020.