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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

95 hedge funds and large institutions have $400M invested in WisdomTree US LargeCap Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
$14.4M
2
PAG
Private Advisor Group
New Jersey
$18.7M
3
PWS
Private Wealth Strategies
Ohio
$84.7M
4
KAS
Kestra Advisory Services
Texas
$8.76M
5
CA
Cetera Advisors
Colorado
$8.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.6M
2
FTUS
Flow Traders U.S.
New York
$0
3
IA
IFP Advisors
Florida
$12K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$86K -$6.32K -125 -7%
GWSG
77
GPS Wealth Strategies Group
Colorado
$83K +$5.1K +101 +7%
PP
78
Pacifica Partners
Canada
$77K +$77K +1,539 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$73K +$50 +1 +0.1%
HI
80
Harbour Investments
Wisconsin
$68K -$321K -6,358 -83%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$66K +$48.3K +963 +274%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$59K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$56K – – –
C
84
Covestor
United Kingdom
$50K +$50K +1,000 New
ADL
85
Asset Dedication LLC
California
$40K +$40K +804 New
GWM
86
Geneos Wealth Management
Colorado
$35K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +676 New
AA
88
Ancora Advisors
Ohio
$33K – – –
NFG
89
Next Financial Group
Texas
$31K -$30.7K -615 -50%
SIS
90
Sound Income Strategies
Florida
$27K – – –
NFSG
91
Newbridge Financial Services Group
Florida
$25K – – –
APA
92
American Portfolios Advisors
New York
$15.2K +$15.2K +301 New
IA
93
IFP Advisors
Florida
$12K -$1.75M -35,362 -99%
RCM
94
Raleigh Capital Management
North Carolina
$12K +$12K +253 New
FGAM
95
Financial Gravity Asset Management
Texas
$2.55K +$4 +90 +0.2%
FTUS
96
Flow Traders U.S.
New York
– -$1.86M -40,350 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$1.54M -33,500 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$392K -8,514 Closed
GRP
99
Global Retirement Partners
California
– -$276K -6,000 Closed
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
– -$228K -4,955 Closed
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