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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
37
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
$5.4M
2
PWS
Private Wealth Strategies
Ohio
$74.6M
3
PAG
Private Advisor Group
New Jersey
$5.9M
4
Morgan Stanley
Morgan Stanley
New York
$37.6M
5
Citadel Advisors
Citadel Advisors
Florida
$1.54M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$841K
2
T
TRUADVICE
Florida
$1.14M
3
FGAM
Financial Gravity Asset Management
Texas
$2.49M
4
Wells Fargo
Wells Fargo
California
$3.67M
5
BFG
Beacon Financial Group
Texas
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$470K -$16.9K -367 -3%
PCM
52
Parsons Capital Management
Rhode Island
$434K -$690 -15 -0.2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$414K -$173K -3,764 -29%
TRCT
54
Tower Research Capital (TRC)
New York
$392K -$11.8K -257 -3%
HI
55
Harbour Investments
Wisconsin
$354K +$919 +20 +0.3%
MA
56
Mezzasalma Advisors
New Jersey
$335K -$6.9K -150 -2%
EGA
57
E&G Advisors
Texas
$315K +$315K +6,860 New
KPWS
58
Kestra Private Wealth Services
Texas
$303K -$4.56K -99 -1%
PA
59
PSI Advisors
Florida
$288K +$58.4K +1,266 +25%
GRP
60
Global Retirement Partners
California
$276K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$252K +$5.19K +113 +2%
WHG
62
Westwood Holdings Group
Texas
$235K – – –
US Bancorp
63
US Bancorp
Minnesota
$232K +$218K +4,750 +1,610%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$228K -$11.8K -256 -5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$224K +$224K +4,873 New
IA
66
IFS Advisors
Kansas
$223K – – –
ONB
67
Old National Bancorp
Indiana
$213K – – –
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$136K +$136K +2,956 New
CFD
69
Creative Financial Designs
Indiana
$123K +$48.7K +1,062 +65%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$93K – – –
EWM
71
EPG Wealth Management
Georgia
$84K +$84K +1,826 New
GWSG
72
GPS Wealth Strategies Group
Colorado
$71K +$7.73K +168 +12%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$66K +$548 +12 +0.8%
NFG
74
Next Financial Group
Texas
$57K -$1.57K -34 -3%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$54K – – –
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