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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

24 hedge funds and large institutions have $21.3M invested in WisdomTree US LargeCap Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$627K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$501K
3
UCFA
3
United Capital Financial Advisors
Texas
$501K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.23M
5
PI
5
Placemark Investments
Illinois
$3.74M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$884K
2
LPL Financial
2
LPL Financial
California
$2.52M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.64M
4
CWM
4
Concert Wealth Management
California
$0
5
NES
5
New England Securities
New York
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
– -$235K -12,060 Closed
BIT
27
BlackRock Institutional Trust
California
– -$6K -282 Closed
1
2