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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

27 hedge funds and large institutions have $40.6M invested in WisdomTree US LargeCap Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.8M
3
LPL Financial
3
LPL Financial
California
$4.18M
4
Goldman Sachs
4
Goldman Sachs
New York
$998K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$435K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.9M
2
Jane Street
2
Jane Street
New York
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$348K
4
CWM
4
Concert Wealth Management
California
$266K
5
MWP
5
Moller Wealth Partners
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M +$3.16M +132,327 +37%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.1M +$4.48M +187,584 +718%
LPL Financial
3
LPL Financial
California
$4.18M +$1.06M +44,793 +34%
Bank of America
4
Bank of America
North Carolina
$3.01M -$97.8K -4,098 -3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.08M -$110K -4,623 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.9M -$1.82M -76,413 -49%
Jane Street
7
Jane Street
New York
$1.79M -$1.03M -43,014 -36%
MWP
8
Moller Wealth Partners
$1.56M -$220K -9,219 -12%
UBS Group
9
UBS Group
Switzerland
$1.41M +$129K +5,427 +10%
WA
10
WFG Advisors
Texas
$1.17M -$45.8K -1,917 -4%
Goldman Sachs
11
Goldman Sachs
New York
$998K +$998K +41,829 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$974K +$21.6K +906 +2%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$835K +$3.8K +159 +0.5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$802K +$103K +4,332 +15%
UCFA
15
United Capital Financial Advisors
Texas
$629K – – –
CIC
16
Cutler Investment Counsel
Oregon
$561K +$20.6K +846 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$435K +$207K +8,688 +91%
Citadel Advisors
18
Citadel Advisors
Florida
$348K -$672K -28,221 -66%
CWM
19
Concert Wealth Management
California
$266K -$289K – –
PCM
20
Parsons Capital Management
Rhode Island
$225K +$18.6K +777 +9%
CPIG
21
Chicago Partners Investment Group
Illinois
$176K +$18.6K +774 +12%
AIG
22
American International Group
New York
$92.2K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$89K +$89K +3,735 New
Wells Fargo
24
Wells Fargo
California
$86K +$72 +3 +0.1%
MFS
25
MSI Financial Services
Massachusetts
$79K +$79K +3,294 New
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