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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

69 hedge funds and large institutions have $246M invested in WisdomTree US LargeCap Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
24
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$54.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.27M
3
PAG
3
Private Advisor Group
New Jersey
$2.06M
4
MWM
4
Modera Wealth Management
New Jersey
$1.11M
5
IA
5
IFP Advisors
Florida
$3.57M

Top Sellers

1
22CM
1
20/20 Capital Management
California
$3.56M
2
KAS
2
Kestra Advisory Services
Texas
$3.85M
3
AAS
3
Avantax Advisory Services
Texas
$5.04M
4
Creative Planning
4
Creative Planning
Kansas
$7.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
Mezzasalma Advisors
New Jersey
$312K 7,760 +7,760 New
GRP
52
Global Retirement Partners
California
$241K 6,000 – –
EGA
53
E&G Advisors
Texas
$241K 5,995 +205 +4%
RJA
54
Raymond James & Associates
Florida
$227K 5,664 -264 -4%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$217K 5,402 +5,402 New
PA
56
PSI Advisors
Florida
$209K 5,211 -1,730 -25%
WHG
57
Westwood Holdings Group
Texas
$205K 5,113 +5,113 New
IA
58
IFS Advisors
Kansas
$195K 4,863 +4,863 New
PO
59
Private Ocean
California
$135K 3,360 +317 +10%
AWM
60
Accel Wealth Management
Iowa
$80K 2,004 +2,004 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$70K 1,737 – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$58K 1,434 +1 +0.1%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$48K 1,179 – –
NFG
64
Next Financial Group
Texas
$45K 1,108 +502 +83%
TRCT
65
Tower Research Capital (TRC)
New York
$34K 847 +847 New
SIAG
66
Safeguard Investment Advisory Group
California
$29K 742 +742 New
AA
67
Ancora Advisors
Ohio
$27K 660 – –
CAAS
68
Capital Asset Advisory Services
Michigan
$26K 641 +641 New
GWM
69
Geneos Wealth Management
Colorado
$17K 1,041 +641 +160%
US Bancorp
70
US Bancorp
Minnesota
$12K 295 – –
Citadel Advisors
71
Citadel Advisors
Florida
– – -27,404 Closed
EWM
72
EPG Wealth Management
Georgia
– – -6,252 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
– – -115 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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