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WisdomTree US LargeCap Fund

48 hedge funds and large institutions have $114M invested in WisdomTree US LargeCap Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$744K -$11.4K -341 -2%
GAG
27
GM Advisory Group
New York
$687K +$19.8K +590 +3%
CPIG
28
Chicago Partners Investment Group
Illinois
$672K
UA
29
Unison Advisors
District of Columbia
$654K -$9.66K -288 -1%
GRP
30
Global Retirement Partners
California
$488K
Creative Planning
31
Creative Planning
Kansas
$483K +$10.4K +310 +2%
AG
32
Advisor Group
Arizona
$419K -$9.72K -290 -2%
IFWM
33
Institute for Wealth Management
Colorado
$383K
IWC
34
Integrated Wealth Concepts
Massachusetts
$332K +$332K +9,885 New
CA
35
Cetera Advisors
Colorado
$325K -$169K -5,014 -34%
PCM
36
Parsons Capital Management
Rhode Island
$295K +$23.8K +710 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$207K +$207K +6,200 New
CFA
38
Carroll Financial Associates
North Carolina
$201K
IA
39
IFP Advisors
Florida
$104K +$104K +3,107 New
GSWM
40
Golden State Wealth Management
California
$55K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$39K -$595 -18 -2%
FGAM
42
Financial Gravity Asset Management
Texas
$26K +$26K +784 New
FAAS
43
First Allied Advisory Services
California
$21K +$21K +638 New
CFD
44
Creative Financial Designs
Indiana
$11K
SIAS
45
Shine Investment Advisory Services
Colorado
$11K
US Bancorp
46
US Bancorp
Minnesota
$10K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$7K
WP
48
WealthShield Partners
North Carolina
$5K +$5K +162 New
Citadel Advisors
49
Citadel Advisors
Florida
-$958K -29,131 Closed
CIC
50
Cutler Investment Counsel
Oregon
-$876K -26,640 Closed