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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

25 hedge funds and large institutions have $27.9M invested in WisdomTree US LargeCap Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.43M
2
Jane Street
2
Jane Street
New York
$1.24M
3
UCFA
3
United Capital Financial Advisors
Texas
$600K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.96M
5
U
5
UBS
Switzerland
$921K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.24M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.22M
3
CWM
3
Concert Wealth Management
California
$242K
4
LPL Financial
4
LPL Financial
California
$2.65M
5
GSC
5
Ground Swell Capital
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.96M 86,508 +4,483 +5%
PI
2
Placemark Investments
Illinois
$4.13M 59,997 +3,034 +5%
LPL Financial
3
LPL Financial
California
$2.65M 39,046 -1,444 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.22M 32,249 -6,842 -18%
MWP
5
Moller Wealth Partners
$1.71M 24,888 – –
Bank of America
6
Bank of America
North Carolina
$1.43M 20,733 +16,429 +382%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.24M 18,023 -21,564 -54%
Jane Street
8
Jane Street
New York
$1.24M 17,991 +14,792 +462%
WA
9
WFG Advisors
Texas
$1.17M 17,042 +128 +0.8%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$933K 13,554 – –
U
11
UBS
Switzerland
$921K 13,375 +4,416 +49%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$796K 11,554 +53 +0.5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$653K 9,483 +1,044 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$600K 8,709 – –
UCFA
15
United Capital Financial Advisors
Texas
$600K 8,709 +8,709 New
CIC
16
Cutler Investment Counsel
Oregon
$500K 7,267 +265 +4%
CWM
17
Concert Wealth Management
California
– – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$194K 2,814 +1,028 +58%
Deutsche Bank
19
Deutsche Bank
Germany
$183K 2,665 -350 -12%
AIG
20
American International Group
New York
$152K 2,201 +1,012 +85%
CFA
21
Carroll Financial Associates
North Carolina
$142K 2,000 – –
Wells Fargo
22
Wells Fargo
California
$76K 1,101 +1 +0.1%
NES
23
New England Securities
New York
$72K 1,047 – –
RIA
24
Regal Investment Advisors
Michigan
$39K 562 – –
Ameriprise
25
Ameriprise
Minnesota
$30K 440 – –
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