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WisdomTree US LargeCap Fund
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Overview Fund Activity

44 hedge funds and large institutions have $95.1M invested in WisdomTree US LargeCap Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$8.76M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.05M
3
AWM
3
AE Wealth Management
Kansas
$1.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$958K
5
CA
5
Cetera Advisors
Colorado
$483K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$959K
2
AI
2
Atria Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
S
4
Surevest
California
$2.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$877K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
26
GM Advisory Group
New York
$654K -$50K -1,520 -7%
UA
27
Unison Advisors
District of Columbia
$651K +$2.43K +74 +0.4%
CA
28
Cetera Advisors
Colorado
$483K +$483K +14,682 New
GRP
29
Global Retirement Partners
California
$478K – – –
Creative Planning
30
Creative Planning
Kansas
$464K – – –
AG
31
Advisor Group
Arizona
$421K – – –
IFWM
32
Institute for Wealth Management
Colorado
$375K – – –
PCM
33
Parsons Capital Management
Rhode Island
$266K – – –
CFA
34
Carroll Financial Associates
North Carolina
$197K – – –
GSWM
35
Golden State Wealth Management
California
$53K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$39K +$25.2K +774 +183%
RWA
37
Redhawk Wealth Advisors
Minnesota
$30K +$30K +900 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$17K +$1.19K +36 +8%
CFD
39
Creative Financial Designs
Indiana
$12K – – –
SIAS
40
Shine Investment Advisory Services
Colorado
$11K – – –
US Bancorp
41
US Bancorp
Minnesota
$10K +$10K +295 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$6K – – –
LWM
43
Liberty Wealth Management
California
$4K +$4K +135 New
AI
44
Atria Investments
North Carolina
– -$1.32M -41,430 Closed
Mariner
45
Mariner
Kansas
– -$257K -8,094 Closed
AAS
46
Avantax Advisory Services
Texas
– -$205K -6,462 Closed
SJIM
47
St. Johns Investment Management
Florida
– -$64K -2,003 Closed
CFA
48
Camarda Financial Advisors
Florida
– -$12K -389 Closed
WP
49
WealthShield Partners
North Carolina
– -$5K -162 Closed
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