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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

64 hedge funds and large institutions have $159M invested in WisdomTree US LargeCap Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
23
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$7.66M
2
Citadel Advisors
Citadel Advisors
Florida
$3.66M
3
RVPG
Relative Value Partners Group
$3.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93M
5
FAAS
First Allied Advisory Services
California
$981K

Top Sellers

1
TC
Trilogy Capital
California
$0
2
PAG
Private Advisor Group
New Jersey
$562K
3
BSAM
Blue Sky Asset Management
Colorado
$0
4
Jane Street
Jane Street
New York
$396K
5
S
Surevest
California
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$40K -$56 -2 -0.1%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$34K – – –
GSWM
53
Golden State Wealth Management
California
$31K +$31K +1,100 New
AA
54
Ancora Advisors
Ohio
$19K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$19K +$14K +510 +279%
AWA
56
Arkadios Wealth Advisors
Georgia
$18.9K -$15.7K -557 -45%
NFG
57
Next Financial Group
Texas
$16K +$16K +562 New
GWM
58
Geneos Wealth Management
Colorado
$11K – – –
SIAS
59
Shine Investment Advisory Services
Colorado
$9K – – –
US Bancorp
60
US Bancorp
Minnesota
$8K – – –
PWMG
61
Prestige Wealth Management Group
New Jersey
$6K +$6K +197 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$5K – – –
FGAM
63
Financial Gravity Asset Management
Texas
$629 +$607 +21,603 +2,755%
TC
64
Trilogy Capital
California
– -$14M -380,597 Closed
BSAM
65
Blue Sky Asset Management
Colorado
– -$4.23M -115,322 Closed
IAA
66
Independent Advisor Alliance
North Carolina
– -$581K -15,815 Closed
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
– -$341K -9,297 Closed
EGA
68
E&G Advisors
Texas
– -$223K -6,065 Closed
RJA
69
Raymond James & Associates
Florida
– -$214K -5,839 Closed
PA
70
PSI Advisors
Florida
– -$213K -5,824 Closed
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
– -$204K -5,582 Closed
MWP
72
MYCIO Wealth Partners
Pennsylvania
– -$194K -5,279 Closed
IWP
73
IAG Wealth Partners
Wisconsin
– -$42K -1,134 Closed
FCM
74
Firestone Capital Management
Florida
– -$33K -901 Closed
CAAS
75
Capital Asset Advisory Services
Michigan
– -$24K -641 Closed
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