WisdomTree US LargeCap Fund
79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
14% more capital invested
Capital invested by funds: $279M → $317M (+$38.6M)
11% more funds holding
Funds holding: 71 → 79 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.23% less ownership
Funds ownership: 54.85% → 54.62% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$9.42M |
| 2 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$4.66M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.4M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.22M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$9.31M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.79M |
| 3 |
Morgan Stanley
New York
|
-$925K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$534K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$489K |
EPS Hedge Fund Activity: Q2 2021 in Review
79 of the 5,767 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: 10 funds opened new EPS positions and 2 closed out — a net gain of 8 holders — while 29 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 71 in Q1 2021.
- Funds reported $317M of WisdomTree US LargeCap Fund stock for Q2 2021, up 14% quarter-over-quarter.
- 10 funds opened new WisdomTree US LargeCap Fund positions in Q2 2021 and 2 closed out, a net change of +8 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.