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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

60 hedge funds and large institutions have $185M invested in WisdomTree US LargeCap Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
9
Increased
17
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$22.3M
2
RVPG
2
Relative Value Partners Group
$6.19M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FTUS
4
Flow Traders U.S.
New York
$987K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.92M

Top Sellers

1
LFPWM
1
Leicht Financial Planning & Wealth Management
New Jersey
$0
2
22CM
2
20/20 Capital Management
California
$9.52M
3
AW
3
ACG Wealth
Georgia
$2.41M
4
PWS
4
Private Wealth Strategies
Ohio
$37.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$844K -$94K -2,834 -10%
RA
27
RFG Advisory
Alabama
$822K +$120K +3,624 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$778K -$102K -3,075 -12%
CPIG
29
Chicago Partners Investment Group
Illinois
$735K +$61.2K +1,776 +9%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$710K -$1.57M -47,359 -69%
PAG
31
Private Advisor Group
New Jersey
$675K +$12.1K +366 +2%
BHWM
32
Bar Harbor Wealth Management
New Hampshire
$630K -$192K -5,789 -23%
KFP
33
KMG Fiduciary Partners
Ohio
$583K +$2.82K +85 +0.5%
GAG
34
GM Advisory Group
New York
$492K -$101K -3,040 -17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$474K -$698K -21,049 -60%
SPIA
36
Steward Partners Investment Advisory
New York
$470K +$223K +6,724 +90%
GRP
37
Global Retirement Partners
California
$448K -$34.8K -1,050 -7%
UA
38
Unison Advisors
District of Columbia
$439K -$179K -5,386 -29%
Creative Planning
39
Creative Planning
Kansas
$415K -$40.2K -1,211 -9%
Ameriprise
40
Ameriprise
Minnesota
$349K +$90.2K +2,722 +35%
IFWM
41
Institute for Wealth Management
Colorado
$330K – – –
PCM
42
Parsons Capital Management
Rhode Island
$284K -$10.8K -325 -4%
RJA
43
Raymond James & Associates
Florida
$243K +$243K +7,330 New
PA
44
PSI Advisors
Florida
$230K +$230K +6,947 New
EWM
45
EPG Wealth Management
Georgia
$206K +$1.13K +34 +0.5%
NC
46
NewSquare Capital
Pennsylvania
$198K +$198K +5,960 New
TRCT
47
Tower Research Capital (TRC)
New York
$152K -$766K -23,081 -83%
IA
48
IFP Advisors
Florida
$103K +$98 +3 +0.1%
PO
49
Private Ocean
California
$100K +$100K +3,028 New
CAN
50
Cetera Advisor Networks
California
$98K +$98K +2,965 New
1
2
3