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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
30
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFS
JD Financial Services
Pennsylvania
$12M
2
DLIC
Daido Life Insurance Company
Japan
$25.4M
3
KAS
Kestra Advisory Services
Texas
$5.33M
4
PWS
Private Wealth Strategies
Ohio
$72.1M
5
AWM
AE Wealth Management
Kansas
$4.58M

Top Sellers

1
BFG
Beacon Financial Group
Texas
$31.3M
2
IA
IFP Advisors
Florida
$1.61M
3
Morgan Stanley
Morgan Stanley
New York
$35.7M
4
AW
ACG Wealth
Georgia
$964K
5
Bank of America
Bank of America
North Carolina
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Parsons Capital Management
Rhode Island
$437K +$5.55K +120 +1%
TRCT
52
Tower Research Capital (TRC)
New York
$405K +$368K +7,980 +1,009%
HI
53
Harbour Investments
Wisconsin
$355K +$647 +14 +0.2%
MA
54
Mezzasalma Advisors
New Jersey
$343K – – –
FTUS
55
Flow Traders U.S.
New York
$332K +$332K +7,185 New
EGA
56
E&G Advisors
Texas
$312K -$271K -6,255 Closed
KPWS
57
Kestra Private Wealth Services
Texas
$309K +$9.44K +204 +3%
GRP
58
Global Retirement Partners
California
$277K – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$248K +$248K +5,377 New
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$240K -$7.74K -168 -3%
WHG
61
Westwood Holdings Group
Texas
$236K – – –
PA
62
PSI Advisors
Florida
$230K -$1.94K -42 -0.8%
IA
63
IFS Advisors
Kansas
$224K – – –
ONB
64
Old National Bancorp
Indiana
$214K – – –
PO
65
Private Ocean
California
$147K -$8.25K -179 -5%
AWM
66
Accel Wealth Management
Iowa
$93K +$414 +9 +0.4%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$93K +$34.2K +744 +58%
CFD
68
Creative Financial Designs
Indiana
$75K +$75K +1,623 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$66K -$46 -1 -0.1%
GWSG
70
GPS Wealth Strategies Group
Colorado
$64K – – –
NFG
71
Next Financial Group
Texas
$59K -$7.71K -166 -12%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$54K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$51K +$9.12K +196 +22%
AA
74
Ancora Advisors
Ohio
$30K – – –
SIS
75
Sound Income Strategies
Florida
$25K – – –
1 2
3
4