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WisdomTree US LargeCap Fund
EPS

110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $529M → $629M (+$99.8M)

6.77% more ownership

Funds ownership: 80.89% → 87.65% (+6.8%)

1% more funds holding

Funds holding: 109 → 110 (+1)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.9M
2
FGAM
Financial Gravity Asset Management
Texas
+$11.8M
3
LPL Financial
LPL Financial
California
+$7.39M
4
KAS
Kestra Advisory Services
Texas
+$4.25M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.1M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.37M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.78M
3
Creative Planning
Creative Planning
Kansas
-$1.07M
4
IA
IFP Advisors
Florida
-$812K
5
NC
NewSquare Capital
Pennsylvania
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1
Financial Gravity Asset Management
Texas
$137M +$11.8M +249,679 +8%
Morgan Stanley
2
Morgan Stanley
New York
$96.9M +$32.9M +696,606 +56%
PWS
3
Private Wealth Strategies
Ohio
$76M +$794K +16,824 +1%
PAG
4
Private Advisor Group
New Jersey
$50.3M +$2.75M +58,266 +6%
LPL Financial
5
LPL Financial
California
$45.7M +$7.39M +156,537 +21%
GWAG
6
Garrett Wealth Advisory Group
Texas
$28.6M -$656K -13,897 -2%
TFG
7
Team Financial Group
California
$20.6M +$648K +13,722 +3%
KAS
8
Kestra Advisory Services
Texas
$16M +$4.25M +90,051 +39%
CA
9
Cetera Advisors
Colorado
$14.2M -$503K -10,656 -4%
IC
10
IEQ Capital
California
$13.3M – – –
Bank of America
11
Bank of America
North Carolina
$10.3M +$387K +8,205 +4%
RVPG
12
Relative Value Partners Group
$7.77M -$505K -10,705 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.87M +$4.1M +86,822 +286%
Creative Planning
14
Creative Planning
Kansas
$4.83M -$1.07M -22,723 -19%
AAS
15
Avantax Advisory Services
Texas
$4.77M -$217K -4,602 -5%
AA
16
Advisory Alpha
Michigan
$4.45M -$42.6K -903 -1%
MWM
17
Marietta Wealth Management
Georgia
$4.34M +$55.9K +1,185 +1%
IA
18
Insight Advisors
Pennsylvania
$4.1M +$69K +1,462 +2%
VIM
19
Vista Investment Management
Pennsylvania
$3.96M +$93.1K +1,973 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.93M +$22.1K +469 +0.6%
Wells Fargo
21
Wells Fargo
California
$3.81M +$330K +6,994 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.77M -$476K -10,093 -12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.74M -$246K -5,207 -7%
UBS Group
24
UBS Group
Switzerland
$3.64M +$568K +12,033 +20%
PCIA
25
Prime Capital Investment Advisors
Kansas
$3.35M -$3.49K -74 -0.1%
1
2 3 4 5

EPS Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2023, worth a combined $629M — up 19% from $529M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPS positions and 10 closed out — a net gain of 2 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was AE Wealth Management, cutting an estimated $4.37M.

  • 110 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $629M of WisdomTree US LargeCap Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Fund positions in Q4 2023 and 10 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q4 2023 was Morgan Stanley, an estimated $32.9M added.
  • The largest WisdomTree US LargeCap Fund seller in Q4 2023 was AE Wealth Management, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2023.