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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

69 hedge funds and large institutions have $246M invested in WisdomTree US LargeCap Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
24
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$54.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.27M
3
PAG
3
Private Advisor Group
New Jersey
$2.06M
4
MWM
4
Modera Wealth Management
New Jersey
$1.11M
5
IA
5
IFP Advisors
Florida
$3.57M

Top Sellers

1
22CM
1
20/20 Capital Management
California
$3.56M
2
KAS
2
Kestra Advisory Services
Texas
$3.85M
3
AAS
3
Avantax Advisory Services
Texas
$5.04M
4
Creative Planning
4
Creative Planning
Kansas
$7.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M -$154K -3,827 -7%
CFA
27
Carroll Financial Associates
North Carolina
$1.76M +$39.1K +975 +2%
AW
28
ACG Wealth
Georgia
$1.6M -$110K -2,730 -6%
LBC
29
Lowe Brockenbrough & Co
Virginia
$1.53M +$50.2K +1,250 +3%
RA
30
RFG Advisory
Alabama
$1.16M +$97.2K +2,375 +9%
MWM
31
Modera Wealth Management
New Jersey
$1.11M +$1.11M +27,680 New
NC
32
NewSquare Capital
Pennsylvania
$936K +$547K +13,625 +141%
Goldman Sachs
33
Goldman Sachs
New York
$857K -$1.1M -27,353 -56%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$839K -$4.38K -109 -0.5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$836K -$82K -2,043 -9%
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$763K – – –
KFP
37
KMG Fiduciary Partners
Ohio
$735K +$31.1K +779 +4%
CA
38
Cetera Advisors
Colorado
$704K -$293K -7,302 -29%
SPIA
39
Steward Partners Investment Advisory
New York
$624K – – –
GAG
40
GM Advisory Group
New York
$596K +$201 +5 +0%
Stifel Financial
41
Stifel Financial
Missouri
$584K +$584K +14,530 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$521K – – –
UA
43
Unison Advisors
District of Columbia
$516K -$18.5K -461 -3%
CPIG
44
Chicago Partners Investment Group
Illinois
$513K -$275K -6,688 -35%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$511K -$6.82K -170 -1%
Ameriprise
46
Ameriprise
Minnesota
$488K +$26.2K +651 +6%
BFG
47
Berger Financial Group
Minnesota
$422K +$422K +10,501 New
AWA
48
Arkadios Wealth Advisors
Georgia
$416K +$416K +10,365 New
IFWM
49
Institute for Wealth Management
Colorado
$399K – – –
PCM
50
Parsons Capital Management
Rhode Island
$364K +$8.03K +200 +2%
1
2
3