EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

72 hedge funds and large institutions have $279M invested in WisdomTree US LargeCap Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
29
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.5M
2
PWS
2
Private Wealth Strategies
Ohio
$65.5M
3
JFS
3
JD Financial Services
Pennsylvania
$2.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.99M
5
IA
5
Insight Advisors
Pennsylvania
$541K

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.72M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
51
E&G Advisors
Texas
$271K +$11.3K +260 +4%
GRP
52
Global Retirement Partners
California
$260K – – –
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$233K -$996 -23 -0.4%
WHG
54
Westwood Holdings Group
Texas
$222K – – –
PA
55
PSI Advisors
Florida
$217K -$8.08K -187 -4%
IA
56
IFS Advisors
Kansas
$210K – – –
ONB
57
Old National Bancorp
Indiana
$200K +$200K +4,624 New
PO
58
Private Ocean
California
$146K +$304 +7 +0.2%
RWB
59
RMR Wealth Builders
New Jersey
$129K +$129K +2,974 New
AWM
60
Accel Wealth Management
Iowa
$87K +$303 +7 +0.3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$62K – – –
NFG
62
Next Financial Group
Texas
$62K +$14.2K +328 +30%
GWSG
63
GPS Wealth Strategies Group
Colorado
$59K +$59K +1,375 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$55K -$19.8K -459 -26%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$51K – – –
GWM
66
Geneos Wealth Management
Colorado
$47K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$40K +$40K +900 New
TRCT
68
Tower Research Capital (TRC)
New York
$34K -$2.41K -56 -7%
AA
69
Ancora Advisors
Ohio
$29K – – –
SIS
70
Sound Income Strategies
Florida
$23.2K +$23.2K +536 New
US Bancorp
71
US Bancorp
Minnesota
$13K – – –
FGAM
72
Financial Gravity Asset Management
Texas
$3.59K +$786 +18,135 +28%
IWC
73
Integrated Wealth Concepts
Massachusetts
– -$4.41M -109,911 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$2.06M -51,270 Closed
UA
75
Unison Advisors
District of Columbia
– -$516K -12,845 Closed
1 2
3
4