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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
37
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
$5.4M
2
PWS
Private Wealth Strategies
Ohio
$74.6M
3
PAG
Private Advisor Group
New Jersey
$5.9M
4
Morgan Stanley
Morgan Stanley
New York
$37.6M
5
Citadel Advisors
Citadel Advisors
Florida
$1.54M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$841K
2
T
TRUADVICE
Florida
$1.14M
3
FGAM
Financial Gravity Asset Management
Texas
$2.49M
4
Wells Fargo
Wells Fargo
California
$3.67M
5
BFG
Beacon Financial Group
Texas
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
26
Moloney Securities Asset Management
Missouri
$2.03M +$967K +21,032 +91%
FTUS
27
Flow Traders U.S.
New York
$1.86M +$1.53M +33,165 +462%
IA
28
IFP Advisors
Florida
$1.63M +$29.8K +651 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$1.54M +$1.54M +33,500 New
NC
30
NewSquare Capital
Pennsylvania
$1.52M +$120K +2,615 +9%
MWM
31
Modera Wealth Management
New Jersey
$1.52M +$26.3K +572 +2%
RA
32
RFG Advisory
Alabama
$1.5M +$102K +2,225 +7%
M&T Bank
33
M&T Bank
New York
$1.41M – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M +$31.7K +690 +2%
T
35
TRUADVICE
Florida
$1.14M -$2.19M -44,359 -66%
GAG
36
GM Advisory Group
New York
$1.12M +$381K +8,273 +51%
HA
37
Herold Advisors
New York
$1.11M +$1.11M +24,210 New
Stifel Financial
38
Stifel Financial
Missouri
$989K +$736 +16 +0.1%
KFP
39
KMG Fiduciary Partners
Ohio
$938K +$33.6K +730 +4%
AW
40
ACG Wealth
Georgia
$936K -$22.6K -492 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$924K +$2.49K +54 +0.3%
AWM
42
AE Wealth Management
Kansas
$841K -$3.72M -80,870 -82%
ARC
43
Advisor Resource Council
Texas
$788K -$108K -2,352 -12%
SPIA
44
Steward Partners Investment Advisory
New York
$703K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$591K -$14.3K -291 -2%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$589K -$4.87K -106 -0.8%
AWA
47
Arkadios Wealth Advisors
Georgia
$575K -$69.8K -1,519 -11%
IFWM
48
Institute for Wealth Management
Colorado
$520K +$63K +1,370 +14%
BFG
49
Berger Financial Group
Minnesota
$483K – – –
Goldman Sachs
50
Goldman Sachs
New York
$482K -$501K -10,876 -51%
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