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WisdomTree US LargeCap Fund

24 hedge funds and large institutions have $21.3M invested in WisdomTree US LargeCap Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
Placemark Investments
Illinois
$3.74M 58,012 +2,105 +4%
Morgan Stanley
2
Morgan Stanley
New York
$3.23M 50,021 +2,816 +6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.64M 40,949 -4,322 -10%
LPL Financial
4
LPL Financial
California
$2.52M 39,048 -16,563 -30%
MWP
5
Moller Wealth Partners
$1.61M 24,966
WA
6
WFG Advisors
Texas
$1.03M 15,998 +717 +5%
MWP
7
MYCIO Wealth Partners
Pennsylvania
$979K 15,187
BHWM
8
Bar Harbor Wealth Management
New Hampshire
$902K 13,996
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$884K 13,711 -55,163 -80%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$627K 9,718 +9,518 +4,759%
U
11
UBS
Switzerland
$546K 8,471 +1,702 +25%
UCFA
12
United Capital Financial Advisors
Texas
$501K 7,776 +7,776 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$501K 7,776 +7,776 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$439K 6,813 +725 +12%
CIC
15
Cutler Investment Counsel
Oregon
$428K 6,646 +626 +10%
Bank of America
16
Bank of America
North Carolina
$253K 3,928 +1,554 +65%
NES
17
New England Securities
New York
$138K 2,133 -1,870 -47%
CFA
18
Carroll Financial Associates
North Carolina
$128K 2,000
AIG
19
American International Group
New York
$76.4K 1,185 +627 +112%
Wells Fargo
20
Wells Fargo
California
$71K 1,102 +2 +0.2%
RIA
21
Regal Investment Advisors
Michigan
$36K 562
Ameriprise
22
Ameriprise
Minnesota
$28K 440 -92 -17%
JG
23
Jefferies Group
New York
$3K 54
Citigroup
24
Citigroup
New York
$3K 40
UB
25
UMB Bank
Missouri
-15,000 Closed