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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

45 hedge funds and large institutions have $89.4M invested in WisdomTree US LargeCap Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.07M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.14M
3
Morgan Stanley
Morgan Stanley
New York
+$1.09M
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$459K
5
LBC
Lowe Brockenbrough & Co
Virginia
+$334K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$30M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.76M
3
RIA
Regal Investment Advisors
Michigan
-$731K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$351K
5
AI
Atria Investments
North Carolina
-$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
UA
26
Unison Advisors
District of Columbia
$627K – – –
GRP
27
Global Retirement Partners
California
$463K – – –
Creative Planning
28
Creative Planning
Kansas
$448K +$50.4K +1,586 +13%
AG
29
Advisor Group
Arizona
$407K – – –
IFWM
30
Institute for Wealth Management
Colorado
$363K – – –
PCM
31
Parsons Capital Management
Rhode Island
$257K +$22.3K +703 +10%
Mariner
32
Mariner
Kansas
$257K +$257K +8,094 New
AAS
33
Avantax Advisory Services
Texas
$205K +$205K +6,462 New
CFA
34
Carroll Financial Associates
North Carolina
$190K – – –
SJIM
35
St. Johns Investment Management
Florida
$64K +$64K +2,003 New
GSWM
36
Golden State Wealth Management
California
$52K +$52K +1,640 New
IA
37
IFP Advisors
Florida
$23K -$107K -3,289 -82%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$15K +$7.48K +238 +100%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$13K – – –
CFA
40
Camarda Financial Advisors
Florida
$12K +$12K +389 New
CFD
41
Creative Financial Designs
Indiana
$11K – – –
SIAS
42
Shine Investment Advisory Services
Colorado
$10K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$6K -$23.5K -763 -80%
WP
44
WealthShield Partners
North Carolina
$5K – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$1.76M -62,438 Closed
RIA
46
Regal Investment Advisors
Michigan
– -$731K -25,910 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
– -$264K -9,368 Closed
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