WisdomTree US LargeCap Fund
108 hedge funds and large institutions have $405M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
10% more funds holding
Funds holding: 98 → 108 (+10)
1.17% more ownership
Funds ownership: 59.02% → 60.19% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
3% less capital invested
Capital invested by funds: $415M → $405M (-$10.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.32M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.62M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.01M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$25.7M |
| 2 |
Morgan Stanley
New York
|
-$2.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$878K |
| 5 |
RVPG
Relative Value Partners Group
|
-$632K |
EPS Hedge Fund Activity: Q3 2023 in Review
108 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2023, worth a combined $405M — down 2.5% 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 38 added to existing stakes and 38 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.32M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $25.7M sold.
- 108 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2023, up from 98 in Q2 2023.
- Funds reported $405M of WisdomTree US LargeCap Fund stock for Q3 2023, down 2.5% 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 Wealth Enhancement Advisory Services, an estimated $2.32M 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.