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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

72 hedge funds and large institutions have $279M invested in WisdomTree US LargeCap Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
29
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.5M
2
PWS
2
Private Wealth Strategies
Ohio
$65.5M
3
JFS
3
JD Financial Services
Pennsylvania
$2.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.99M
5
IA
5
Insight Advisors
Pennsylvania
$541K

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.72M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.66M – – –
AW
27
ACG Wealth
Georgia
$1.41M -$317K -7,317 -18%
MWM
28
Modera Wealth Management
New Jersey
$1.41M +$209K +4,830 +17%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$771K -17,795 -36%
RA
30
RFG Advisory
Alabama
$1.27M +$38.3K +884 +3%
NC
31
NewSquare Capital
Pennsylvania
$1.19M +$180K +4,140 +18%
Stifel Financial
32
Stifel Financial
Missouri
$934K +$304K +7,008 +48%
Goldman Sachs
33
Goldman Sachs
New York
$926K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$909K +$3.34K +77 +0.4%
KFP
35
KMG Fiduciary Partners
Ohio
$804K +$4.77K +110 +0.6%
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$748K -$75.1K -1,733 -9%
GAG
37
GM Advisory Group
New York
$696K +$52K +1,199 +8%
AWA
38
Arkadios Wealth Advisors
Georgia
$678K +$229K +5,280 +51%
SPIA
39
Steward Partners Investment Advisory
New York
$674K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$641K +$89K +2,052 +16%
CA
41
Cetera Advisors
Colorado
$640K -$120K -2,777 -16%
CPIG
42
Chicago Partners Investment Group
Illinois
$563K – – –
IA
43
Insight Advisors
Pennsylvania
$541K +$541K +11,952 New
Ameriprise
44
Ameriprise
Minnesota
$458K -$68.5K -1,581 -13%
BFG
45
Berger Financial Group
Minnesota
$455K – – –
IFWM
46
Institute for Wealth Management
Colorado
$431K – – –
PCM
47
Parsons Capital Management
Rhode Island
$404K +$11.5K +265 +3%
HI
48
Harbour Investments
Wisconsin
$333K +$333K +7,672 New
MA
49
Mezzasalma Advisors
New Jersey
$322K -$14.3K -329 -4%
KPWS
50
Kestra Private Wealth Services
Texas
$281K +$281K +6,476 New
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2
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