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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

72 hedge funds and large institutions have $223M invested in WisdomTree US LargeCap Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+24
Holders Change %
+50%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
28
Increased
17
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$14M
2
PAG
2
Private Advisor Group
New Jersey
$13.3M
3
AAS
3
Avantax Advisory Services
Texas
$5.05M
4
Jane Street
4
Jane Street
New York
$5.2M
5
Bank of America
5
Bank of America
North Carolina
$5.49M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$3.07M
2
AW
2
ACG Wealth
Georgia
$6.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$1.37M +$1.37M +37,449 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.2M +$840K +22,896 +232%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M -$163K -4,434 -13%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$923K -$7.34K -200 -0.8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$825K -$106K -2,879 -11%
Ameriprise
31
Ameriprise
Minnesota
$817K +$2.75K +75 +0.3%
CPIG
32
Chicago Partners Investment Group
Illinois
$722K -$16.5K -439 -2%
UA
33
Unison Advisors
District of Columbia
$679K -$36.5K -995 -5%
VCP
34
Verus Capital Partners
Arizona
$624K +$624K +16,996 New
GAG
35
GM Advisory Group
New York
$607K -$144K -3,938 -19%
IAA
36
Independent Advisor Alliance
North Carolina
$581K +$581K +15,815 New
GRP
37
Global Retirement Partners
California
$534K – – –
Creative Planning
38
Creative Planning
Kansas
$517K -$11.4K -310 -2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$461K +$461K +12,557 New
AG
40
Advisor Group
Arizona
$459K – – –
IFWM
41
Institute for Wealth Management
Colorado
$419K – – –
CA
42
Cetera Advisors
Colorado
$361K +$4.68K +127 +1%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$341K +$341K +9,297 New
PCM
44
Parsons Capital Management
Rhode Island
$332K +$9K +245 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$274K -$1.06M -28,848 -79%
SPIA
46
Steward Partners Investment Advisory
New York
$273K +$45.8K +1,250 +20%
EGA
47
E&G Advisors
Texas
$223K +$223K +6,065 New
CFA
48
Carroll Financial Associates
North Carolina
$220K – – –
RJA
49
Raymond James & Associates
Florida
$214K +$214K +5,839 New
PA
50
PSI Advisors
Florida
$213K +$213K +5,824 New
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