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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
30
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFS
JD Financial Services
Pennsylvania
$12M
2
DLIC
Daido Life Insurance Company
Japan
$25.4M
3
KAS
Kestra Advisory Services
Texas
$5.33M
4
PWS
Private Wealth Strategies
Ohio
$72.1M
5
AWM
AE Wealth Management
Kansas
$4.58M

Top Sellers

1
BFG
Beacon Financial Group
Texas
$31.3M
2
IA
IFP Advisors
Florida
$1.61M
3
Morgan Stanley
Morgan Stanley
New York
$35.7M
4
AW
ACG Wealth
Georgia
$964K
5
Bank of America
Bank of America
North Carolina
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.76M – – –
IA
27
IFP Advisors
Florida
$1.61M -$2.83M -61,332 -64%
MWM
28
Modera Wealth Management
New Jersey
$1.5M – – –
M&T Bank
29
M&T Bank
New York
$1.42M +$1.42M +30,700 New
NC
30
NewSquare Capital
Pennsylvania
$1.41M +$140K +3,025 +11%
RA
31
RFG Advisory
Alabama
$1.41M +$55.2K +1,195 +4%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$149K -3,217 -10%
IA
33
Insight Advisors
Pennsylvania
$1.15M +$588K +12,466 +104%
MSAM
34
Moloney Securities Asset Management
Missouri
$1.07M +$1.07M +23,041 New
Stifel Financial
35
Stifel Financial
Missouri
$993K -$2.08K -45 -0.2%
Goldman Sachs
36
Goldman Sachs
New York
$987K – – –
AW
37
ACG Wealth
Georgia
$964K -$543K -11,735 -36%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$926K -$43.1K -933 -4%
KFP
39
KMG Fiduciary Partners
Ohio
$909K +$51.8K +1,120 +6%
ARC
40
Advisor Resource Council
Texas
$900K +$900K +19,495 New
GAG
41
GM Advisory Group
New York
$747K +$5.18K +112 +0.7%
SPIA
42
Steward Partners Investment Advisory
New York
$707K -$11.6K -250 -2%
AWA
43
Arkadios Wealth Advisors
Georgia
$648K -$74.7K -1,618 -10%
CA
44
Cetera Advisors
Colorado
$618K -$64.5K -1,394 -9%
BHWM
45
Bar Harbor Wealth Management
New Hampshire
$597K -$201K -4,347 -25%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$590K -$93.1K -2,015 -14%
CPIG
47
Chicago Partners Investment Group
Illinois
$583K -$7.44K -157 -1%
Ameriprise
48
Ameriprise
Minnesota
$490K +$1.25K +27 +0.3%
BFG
49
Berger Financial Group
Minnesota
$485K – – –
IFWM
50
Institute for Wealth Management
Colorado
$460K – – –
1
2
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