WisdomTree US LargeCap Fund
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
Denver,
Colorado
|
$5.4M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
$74.6M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
$5.9M |
| 4 |
Morgan Stanley
New York
|
$37.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
$1.54M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $52K | – | – | – |
|
|
AWM
77
Accel Wealth Management
Waverly,
Iowa
| $41K | -$51K | -1,120 | -55% |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$13.7K | +300 | +75% |
|
|
AA
79
Ancora Advisors
Cleveland,
Ohio
| $30K | – | – | – |
|
|
SIS
80
Sound Income Strategies
Ft Lauderdale,
Florida
| $25K | – | – | – |
|
|
NFSG
81
Newbridge Financial Services Group
Boca Raton,
Florida
| $23K | +$11.5K | +250 | +100% |
|
82
Qube Research & Technologies (QRT)
London,
United Kingdom
| $16K | +$2.09K | +46 | +15% |
|
83
Barclays
London,
United Kingdom
| $6K | -$6.69K | -156 | -53% |
|
|
PO
84
Private Ocean
San Rafael,
California
| – | -$147K | -3,188 | Closed |
|