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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

28 hedge funds and large institutions have $39M invested in WisdomTree US LargeCap Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.64M
3
Bank of America
3
Bank of America
North Carolina
$3.13M
4
Jane Street
4
Jane Street
New York
$2.84M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.03M

Top Sellers

1
CWM
1
Concert Wealth Management
California
$289K
2
CFA
2
Carroll Financial Associates
North Carolina
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.21M
4
Deutsche Bank
4
Deutsche Bank
Germany
$101K
5
AIG
5
American International Group
New York
$92.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.64M 120,087 +33,579 +39%
PI
2
Placemark Investments
Illinois
$4.35M 60,457 +460 +0.8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M 52,061 +34,038 +189%
LPL Financial
4
LPL Financial
California
$3.16M 43,833 +4,787 +12%
Bank of America
5
Bank of America
North Carolina
$3.13M 43,450 +22,717 +110%
Jane Street
6
Jane Street
New York
$2.84M 39,380 +21,389 +119%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.21M 30,648 -1,601 -5%
MWP
8
Moller Wealth Partners
$1.79M 24,888 – –
UBS Group
9
UBS Group
Switzerland
$1.29M 17,909 +17,909 New
WA
10
WFG Advisors
Texas
$1.22M 16,992 -50 -0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$1.03M 14,275 +14,275 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$957K 13,302 -252 -2%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$835K 11,605 +51 +0.4%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$703K 9,767 +284 +3%
UCFA
15
United Capital Financial Advisors
Texas
$627K 8,709 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$627K 8,709 – –
CIC
17
Cutler Investment Counsel
Oregon
$520K 7,386 +119 +2%
CWM
18
Concert Wealth Management
California
– – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$230K 3,185 +371 +13%
PCM
20
Parsons Capital Management
Rhode Island
$207K 2,880 +2,880 New
CPIG
21
Chicago Partners Investment Group
Illinois
$157K 2,187 +2,187 New
Deutsche Bank
22
Deutsche Bank
Germany
$101K 1,415 -1,250 -47%
AIG
23
American International Group
New York
$92.8K 1,289 -912 -41%
Wells Fargo
24
Wells Fargo
California
$86K 1,200 +99 +9%
NES
25
New England Securities
New York
$79K 1,097 +50 +5%
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