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WisdomTree US LargeCap Fund
EPS

79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $279M → $317M (+$38.6M)

10% more funds holding

Funds holding: 72 → 79 (+7)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.93% less ownership

Funds ownership: 55.55% → 54.62% (-0.93%)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
30
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFS
JD Financial Services
Pennsylvania
+$9.42M
2
DLIC
Daido Life Insurance Company
Japan
+$4.66M
3
KAS
Kestra Advisory Services
Texas
+$2.4M
4
PWS
Private Wealth Strategies
Ohio
+$2.22M
5
AWM
AE Wealth Management
Kansas
+$2.11M

Top Sellers

1
BFG
Beacon Financial Group
Texas
-$9.31M
2
IA
IFP Advisors
Florida
-$2.79M
3
Morgan Stanley
Morgan Stanley
New York
-$925K
4
AW
ACG Wealth
Georgia
-$534K
5
Bank of America
Bank of America
North Carolina
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$72.1M +$2.22M +48,841 +3%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M -$925K -20,343 -3%
BFG
3
Beacon Financial Group
Texas
$31.3M -$9.31M -204,610 -23%
DLIC
4
Daido Life Insurance Company
Japan
$25.4M +$4.66M +102,399 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.8M +$25.8K +568 +0.1%
JFS
6
JD Financial Services
Pennsylvania
$12M +$9.42M +207,039 +394%
RVPG
7
Relative Value Partners Group
$10.1M +$95.7K +2,104 +1%
LPL Financial
8
LPL Financial
California
$9.72M -$325K -7,137 -3%
Creative Planning
9
Creative Planning
Kansas
$7.56M -$353K -7,761 -5%
Bank of America
10
Bank of America
North Carolina
$7.18M -$489K -10,758 -6%
AAS
11
Avantax Advisory Services
Texas
$5.88M +$36.5K +802 +0.6%
KAS
12
Kestra Advisory Services
Texas
$5.33M +$2.4M +52,663 +84%
Wells Fargo
13
Wells Fargo
California
$5.04M +$1.83M +40,333 +59%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.75M +$486K +10,681 +12%
AWM
15
AE Wealth Management
Kansas
$4.58M +$2.11M +46,304 +88%
MWM
16
Marietta Wealth Management
Georgia
$3.96M -$68.3K -1,502 -2%
FGAM
17
Financial Gravity Asset Management
Texas
$3.92M +$95.1K +2,091 +3%
CA
18
CGN Advisors
Kansas
$3.5M +$109K +2,393 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.41M +$55.3K +1,216 +2%
22CM
20
20/20 Capital Management
California
$3.34M -$169K -3,705 -5%
T
21
TRUADVICE
Florida
$3.18M +$198K +4,364 +7%
PAG
22
Private Advisor Group
New Jersey
$3.03M +$355K +7,809 +14%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.96M +$212K +4,653 +8%
CFA
24
Carroll Financial Associates
North Carolina
$2.25M +$170K +3,742 +8%
UBS Group
25
UBS Group
Switzerland
$2.25M -$11K -242 -0.5%
1
2 3 4

EPS Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2021, worth a combined $317M — up 14% from $279M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EPS positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was JD Financial Services, adding an estimated $9.42M. The largest seller was Beacon Financial Group, cutting an estimated $9.31M.

  • 79 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $317M of WisdomTree US LargeCap Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree US LargeCap Fund positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2021 was JD Financial Services, an estimated $9.42M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2021 was Beacon Financial Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2021.