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WisdomTree US LargeCap Fund
EPS

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $400M → $388M (-$12.3M)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

2% less funds holding

Funds holding: 95 → 93 (-2)

5.56% less ownership

Funds ownership: 60.79% → 55.23% (-5.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$54M
2
AWM
AE Wealth Management
Kansas
+$4.91M
3
IA
IFP Advisors
Florida
+$3.34M
4
VIM
Vista Investment Management
Pennsylvania
+$2.98M
5
Morgan Stanley
Morgan Stanley
New York
+$2.56M

Top Sellers

1
WA
Win Advisors
Florida
-$17M
2
PWS
Private Wealth Strategies
Ohio
-$15.2M
3
IWM
IHT Wealth Management
Illinois
-$14.4M
4
BFG
Beacon Financial Group
Texas
-$11.3M
5
KAS
Kestra Advisory Services
Texas
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$66M -$15.2M -316,792 -19%
LPL Financial
2
LPL Financial
California
$65.6M +$54M +1,128,566 +496%
Morgan Stanley
3
Morgan Stanley
New York
$42.9M +$2.56M +53,453 +6%
DLIC
4
Daido Life Insurance Company
Japan
$26.6M – – –
BFG
5
Beacon Financial Group
Texas
$20.3M -$11.3M -236,938 -36%
PAG
6
Private Advisor Group
New Jersey
$19.9M +$1.92M +40,098 +11%
RVPG
7
Relative Value Partners Group
$11.6M +$1.17M +24,374 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M -$2.04M -42,572 -17%
CA
9
Cetera Advisors
Colorado
$9.95M +$2.01M +42,079 +26%
Bank of America
10
Bank of America
North Carolina
$8.09M +$345K +7,212 +5%
Creative Planning
11
Creative Planning
Kansas
$8.05M -$76K -1,588 -0.9%
AWM
12
AE Wealth Management
Kansas
$6.32M +$4.91M +102,487 +363%
Wells Fargo
13
Wells Fargo
California
$6.14M +$2.11M +44,109 +53%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.05M -$75.2K -1,571 -2%
IA
15
IFP Advisors
Florida
$5.97M +$3.34M +69,711 +28,688%
KAS
16
Kestra Advisory Services
Texas
$5.86M -$2.53M -52,814 -30%
AAS
17
Avantax Advisory Services
Texas
$5.63M -$166K -3,458 -3%
CA
18
CGN Advisors
Kansas
$4.86M +$718K +15,000 +18%
MWM
19
Marietta Wealth Management
Georgia
$4.29M +$142K +2,962 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.18M +$314K +6,550 +8%
IA
21
Insight Advisors
Pennsylvania
$3.96M +$347K +7,249 +10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.78M +$138K +2,878 +4%
NC
23
NewSquare Capital
Pennsylvania
$3.32M +$1.01M +21,010 +44%
VIM
24
Vista Investment Management
Pennsylvania
$3.01M +$2.98M +62,156 New
MSAM
25
Moloney Securities Asset Management
Missouri
$2.63M +$231K +4,816 +10%
1
2 3 4

EPS Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2022, worth a combined $388M — down 3.1% from $400M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EPS positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $54M. The largest seller was Win Advisors, cutting an estimated $17M.

  • 93 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2022, down from 95 in Q4 2021.
  • Funds reported $388M of WisdomTree US LargeCap Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Fund positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2022 was LPL Financial, an estimated $54M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2022 was Win Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2022.