WisdomTree US LargeCap Fund
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
Top Sellers
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
$31.3M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
$1.61M |
| 3 |
Morgan Stanley
New York
|
$35.7M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
$964K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
$7.18M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $18K | -$28.8K | -641 | -62% |
|
77
US Bancorp
Minneapolis,
Minnesota
| $14K | – | – | – |
|
78
Barclays
London,
United Kingdom
| $14K | +$14K | +296 | New |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| $14K | +$14K | +306 | New |
|
|
NFSG
80
Newbridge Financial Services Group
Boca Raton,
Florida
| $12K | +$12K | +250 | New |
|
|
RWB
81
RMR Wealth Builders
Montclair,
New Jersey
| – | -$129K | -2,974 | Closed |
|