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WisdomTree US LargeCap Fund
EPS

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $415M → $529M (+$114M)

21.01% more ownership

Funds ownership: 59.87% → 80.89% (+21%)

10% more funds holding

Funds holding: 99 → 109 (+10)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
+$138M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.62M
4
LPL Financial
LPL Financial
California
+$1.43M
5
PAG
Private Advisor Group
New Jersey
+$1.01M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$2.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
4
T
TRUADVICE
Florida
-$878K
5
RVPG
Relative Value Partners Group
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1
Financial Gravity Asset Management
Texas
$124M +$138M +2,914,774 +2,281%
PWS
2
Private Wealth Strategies
Ohio
$68.6M +$271K +5,728 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$56.6M -$2.87M -60,730 -5%
PAG
4
Private Advisor Group
New Jersey
$43.3M +$1.01M +21,442 +2%
LPL Financial
5
LPL Financial
California
$34.6M +$1.43M +30,353 +4%
GWAG
6
Garrett Wealth Advisory Group
Texas
$26.7M +$437K +9,244 +2%
TFG
7
Team Financial Group
California
$18.1M +$18.7M +396,637 New
CA
8
Cetera Advisors
Colorado
$13.5M -$489K -10,354 -3%
IC
9
IEQ Capital
California
$12.1M – – –
KAS
10
Kestra Advisory Services
Texas
$10.5M +$67K +1,418 +0.6%
Bank of America
11
Bank of America
North Carolina
$9.06M +$41.4K +876 +0.4%
RVPG
12
Relative Value Partners Group
$7.59M -$632K -13,369 -7%
Creative Planning
13
Creative Planning
Kansas
$5.45M -$159K -3,368 -3%
AWM
14
AE Wealth Management
Kansas
$4.57M +$141K +2,984 +3%
AAS
15
Avantax Advisory Services
Texas
$4.57M -$222K -4,698 -4%
AA
16
Advisory Alpha
Michigan
$4.11M -$351K -7,424 -8%
MWM
17
Marietta Wealth Management
Georgia
$3.9M -$4.06K -86 -0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.9M +$6.43K +136 +0.2%
IA
19
Insight Advisors
Pennsylvania
$3.67M -$5.1K -108 -0.1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.65M -$487K -10,299 -11%
NC
21
NewSquare Capital
Pennsylvania
$3.62M +$13.2K +280 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.57M +$1.28K +27 +0%
VIM
23
Vista Investment Management
Pennsylvania
$3.53M +$2.27K +48 +0.1%
Wells Fargo
24
Wells Fargo
California
$3.16M -$7.28K -154 -0.2%
PCIA
25
Prime Capital Investment Advisors
Kansas
$3.06M -$11.7K -247 -0.4%
1
2 3 4 5

EPS Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2023, worth a combined $529M — up 27% from $415M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 2 closed out — a net gain of 10 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $138M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $25.7M sold.

  • 109 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $529M of WisdomTree US LargeCap Fund stock for Q3 2023, up 27% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $138M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2023 was Daido Life Insurance Company, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2023.