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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

60 hedge funds and large institutions have $185M invested in WisdomTree US LargeCap Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
9
Increased
17
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$22.3M
2
RVPG
2
Relative Value Partners Group
$6.19M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FTUS
4
Flow Traders U.S.
New York
$987K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.92M

Top Sellers

1
LFPWM
1
Leicht Financial Planning & Wealth Management
New Jersey
$0
2
22CM
2
20/20 Capital Management
California
$9.52M
3
AW
3
ACG Wealth
Georgia
$2.41M
4
PWS
4
Private Wealth Strategies
Ohio
$37.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
KPW
51
Kore Private Wealth
New York
$58K 1,750 – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$48K 1,433 -2 -0.1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$39K 1,179 – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$23K 693 – –
AA
55
Ancora Advisors
Ohio
$22K 660 – –
GWM
56
Geneos Wealth Management
Colorado
$12K 400 – –
SIAS
57
Shine Investment Advisory Services
Colorado
$11K 321 – –
US Bancorp
58
US Bancorp
Minnesota
$10K 295 – –
GEA
59
Glen Eagle Advisors
New Jersey
$3.22K 97 +97 New
FHA
60
Flagship Harbor Advisors
Massachusetts
$3K 115 +115 New
LFPWM
61
Leicht Financial Planning & Wealth Management
New Jersey
– – -272,183 Closed
Goldman Sachs
62
Goldman Sachs
New York
– – -23,501 Closed
FGAM
63
Financial Gravity Asset Management
Texas
– – -22,387 Closed
Jane Street
64
Jane Street
New York
– – -14,076 Closed
S
65
Surevest
California
– – -12,015 Closed
BFEC
66
Benjamin F. Edwards & Company
Missouri
– – -1,968 Closed
GSWM
67
Golden State Wealth Management
California
– – -1,100 Closed
AWA
68
Arkadios Wealth Advisors
Georgia
– – -671 Closed
NFG
69
Next Financial Group
Texas
– – -562 Closed
PWMG
70
Prestige Wealth Management Group
New Jersey
– – -197 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– – -195 Closed
DWM
72
Darwin Wealth Management
Florida
– – -35 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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