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WisdomTree US LargeCap Fund
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Overview Fund Activity

29 hedge funds and large institutions have $26.8M invested in WisdomTree US LargeCap Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.12M
3
Northern Trust
3
Northern Trust
Illinois
$462K
4
CWM
4
Concert Wealth Management
California
$238K
5
Deutsche Bank
5
Deutsche Bank
Germany
$198K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$525K
2
LPL Financial
2
LPL Financial
California
$2.33M
3
U
3
UBS
Switzerland
$485K
4
NES
4
New England Securities
New York
$74K
5
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$878K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.12M 78,106 +28,085 +56%
PI
2
Placemark Investments
Illinois
$3.79M 57,867 -145 -0.2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.35M 51,082 +41,364 +426%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.69M 41,033 +84 +0.2%
LPL Financial
5
LPL Financial
California
$2.33M 35,586 -3,462 -9%
MWP
6
Moller Wealth Partners
$1.63M 24,888 -78 -0.3%
WA
7
WFG Advisors
Texas
$1.1M 16,787 +789 +5%
MWP
8
MYCIO Wealth Partners
Pennsylvania
$1M 15,290 +103 +0.7%
BHWM
9
Bar Harbor Wealth Management
New Hampshire
$878K 13,401 -595 -4%
UCFA
10
United Capital Financial Advisors
Texas
$641K 9,784 +2,008 +26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$641K 9,784 +2,008 +26%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$525K 8,011 -5,700 -42%
U
13
UBS
Switzerland
$485K 7,404 -1,067 -13%
CIC
14
Cutler Investment Counsel
Oregon
$466K 7,109 +463 +7%
Northern Trust
15
Northern Trust
Illinois
$462K 7,053 +7,053 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$448K 6,833 +20 +0.3%
Bank of America
17
Bank of America
North Carolina
$279K 4,252 +324 +8%
CWM
18
Concert Wealth Management
California
$238K 3,665 +3,665 New
Deutsche Bank
19
Deutsche Bank
Germany
$198K 3,025 +3,025 New
CFA
20
Carroll Financial Associates
North Carolina
$131K 2,000 – –
Creative Planning
21
Creative Planning
Kansas
$78K 1,184 +1,184 New
AIG
22
American International Group
New York
$77.9K 1,189 +4 +0.3%
NES
23
New England Securities
New York
$74K 1,127 -1,006 -47%
Wells Fargo
24
Wells Fargo
California
$72K 1,102 – –
RIA
25
Regal Investment Advisors
Michigan
$37K 562 – –
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