WisdomTree US LargeCap Fund
69 hedge funds and large institutions have $246M invested in WisdomTree US LargeCap Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
19% more funds holding
Funds holding: 58 → 69 (+11)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
13% more capital invested
Capital invested by funds: $217M → $246M (+$29M)
0.31% less ownership
Funds ownership: 53.35% → 53.04% (-0.31%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$3.93M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.15M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.16M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.05M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$964K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$6.5M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.52M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.2M |
| 5 |
Goldman Sachs
New York
|
-$1.04M |
EPS Hedge Fund Activity: Q4 2020 in Review
69 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2020, worth a combined $246M — up 13% from $217M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EPS positions and 3 closed out — a net gain of 12 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Private Wealth Strategies, adding an estimated $3.93M. The largest seller was 20/20 Capital Management, cutting an estimated $6.5M.
- 69 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2020, up from 58 in Q3 2020.
- Funds reported $246M of WisdomTree US LargeCap Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 15 funds opened new WisdomTree US LargeCap Fund positions in Q4 2020 and 3 closed out, a net change of +12 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2020 was Private Wealth Strategies, an estimated $3.93M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2020 was 20/20 Capital Management, an estimated $6.5M sold.
Based on aggregated 13F filings for Q4 2020.