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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

64 hedge funds and large institutions have $159M invested in WisdomTree US LargeCap Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
23
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$7.66M
2
Citadel Advisors
Citadel Advisors
Florida
$3.66M
3
RVPG
Relative Value Partners Group
$3.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93M
5
FAAS
First Allied Advisory Services
California
$981K

Top Sellers

1
TC
Trilogy Capital
California
$0
2
PAG
Private Advisor Group
New Jersey
$562K
3
BSAM
Blue Sky Asset Management
Colorado
$0
4
Jane Street
Jane Street
New York
$396K
5
S
Surevest
California
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$795K -$72.6K -2,583 -8%
TRCT
27
Tower Research Capital (TRC)
New York
$778K +$778K +27,662 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$745K +$113K +4,030 +18%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$697K -$10.2K -364 -1%
Goldman Sachs
30
Goldman Sachs
New York
$661K +$661K +23,501 New
CPIG
31
Chicago Partners Investment Group
Illinois
$607K +$9.34K +301 +2%
RA
32
RFG Advisory
Alabama
$595K -$641K -22,792 -52%
VCP
33
Verus Capital Partners
Arizona
$567K +$89.6K +3,188 +19%
PAG
34
Private Advisor Group
New Jersey
$562K -$9.65M -343,290 -94%
UA
35
Unison Advisors
District of Columbia
$524K +$3.26K +116 +0.6%
GAG
36
GM Advisory Group
New York
$503K +$37.3K +1,325 +8%
KFP
37
KMG Fiduciary Partners
Ohio
$492K +$492K +17,493 New
GRP
38
Global Retirement Partners
California
$409K – – –
CA
39
Cetera Advisors
Colorado
$408K +$133K +4,721 +48%
Jane Street
40
Jane Street
New York
$396K -$3.59M -127,586 -90%
Creative Planning
41
Creative Planning
Kansas
$386K -$10.5K -375 -3%
S
42
Surevest
California
$338K -$1.36M -48,272 -80%
IFWM
43
Institute for Wealth Management
Colorado
$280K -$41.4K -1,470 -13%
PCM
44
Parsons Capital Management
Rhode Island
$250K -$4.22K -150 -2%
Ameriprise
45
Ameriprise
Minnesota
$220K -$407K -14,453 -65%
SPIA
46
Steward Partners Investment Advisory
New York
$209K – – –
EWM
47
EPG Wealth Management
Georgia
$174K +$16.9K +602 +11%
IA
48
IFP Advisors
Florida
$90K +$57 +2 +0.1%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$55K -$296K -10,589 -84%
KPW
50
Kore Private Wealth
New York
$49K +$49K +1,750 New
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