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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

58 hedge funds and large institutions have $217M invested in WisdomTree US LargeCap Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$7.38M
2
BFG
2
Beacon Financial Group
Texas
$31M
3
PWS
3
Private Wealth Strategies
Ohio
$44.8M
4
IA
4
IFP Advisors
Florida
$2.24M
5
AAS
5
Avantax Advisory Services
Texas
$6.78M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.65M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AW
3
ACG Wealth
Georgia
$1.51M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$971K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.34M +$579K +16,362 +76%
LBC
27
Lowe Brockenbrough & Co
Virginia
$1.31M – – –
Citadel Advisors
28
Citadel Advisors
Florida
$971K -$859K -24,243 -47%
RA
29
RFG Advisory
Alabama
$921K +$42.3K +1,194 +5%
CA
30
Cetera Advisors
Colorado
$880K -$502K -14,163 -36%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$810K -$91.1K -2,571 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$744K -$86.9K -2,451 -10%
PAG
33
Private Advisor Group
New Jersey
$701K +$9.91K +292 +1%
CPIG
34
Chicago Partners Investment Group
Illinois
$685K -$78.2K -2,186 -10%
BHWM
35
Bar Harbor Wealth Management
New Hampshire
$673K – – –
KFP
36
KMG Fiduciary Partners
Ohio
$625K +$2.62K +74 +0.4%
SPIA
37
Steward Partners Investment Advisory
New York
$550K +$48.3K +1,365 +10%
GAG
38
GM Advisory Group
New York
$526K +$213 +6 +0%
UA
39
Unison Advisors
District of Columbia
$471K +$2.23K +63 +0.5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$457K -$49K -1,384 -10%
Ameriprise
41
Ameriprise
Minnesota
$407K +$34.2K +966 +9%
IFWM
42
Institute for Wealth Management
Colorado
$352K – – –
NC
43
NewSquare Capital
Pennsylvania
$343K +$132K +3,720 +62%
PCM
44
Parsons Capital Management
Rhode Island
$314K +$10.6K +300 +4%
PA
45
PSI Advisors
Florida
$245K -$212 -6 -0.1%
EWM
46
EPG Wealth Management
Georgia
$221K +$1.03K +29 +0.5%
GRP
47
Global Retirement Partners
California
$213K -$266K -7,500 -56%
RJA
48
Raymond James & Associates
Florida
$210K -$49.7K -1,402 -19%
EGA
49
E&G Advisors
Texas
$205K +$205K +5,790 New
PO
50
Private Ocean
California
$108K +$532 +15 +0.5%
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