EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

29 hedge funds and large institutions have $41.5M invested in WisdomTree US LargeCap Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.07M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.66M
4
CA
4
Cetera Advisors
Colorado
$322K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$351K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
LPL Financial
2
LPL Financial
California
$3.44M
3
CWM
3
Concert Wealth Management
California
$287K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.88M
5
Jane Street
5
Jane Street
New York
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.5M -$1.18M -49,680 -10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.88M -$204K -8,577 -4%
Bank of America
3
Bank of America
North Carolina
$4.07M +$1.07M +45,030 +36%
LPL Financial
4
LPL Financial
California
$3.44M -$754K -31,686 -18%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.66M +$763K +32,055 +40%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.93M -$152K -6,399 -7%
Jane Street
7
Jane Street
New York
$1.61M -$179K -7,536 -10%
MWP
8
Moller Wealth Partners
$1.56M – – –
UBS Group
9
UBS Group
Switzerland
$1.5M +$90K +3,786 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$1.4M +$1.05M +44,136 +302%
WA
11
WFG Advisors
Texas
$1.11M -$60.4K -2,538 -5%
Goldman Sachs
12
Goldman Sachs
New York
$995K – – –
BHWM
13
Bar Harbor Wealth Management
New Hampshire
$943K -$28.1K -1,179 -3%
MWP
14
MYCIO Wealth Partners
Pennsylvania
$836K +$3.93K +165 +0.5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$802K +$2.28K +96 +0.3%
UCFA
16
United Capital Financial Advisors
Texas
$599K -$22.8K -960 -4%
CIC
17
Cutler Investment Counsel
Oregon
$557K +$9.85K +414 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$398K -$36K -1,515 -8%
CPIG
19
Chicago Partners Investment Group
Illinois
$351K +$176K +7,377 +101%
CA
20
Cetera Advisors
Colorado
$322K +$322K +13,515 New
CWM
21
Concert Wealth Management
California
$287K -$266K – –
PCM
22
Parsons Capital Management
Rhode Island
$224K – – –
Wells Fargo
23
Wells Fargo
California
$153K +$67.5K +2,847 +79%
CFA
24
Carroll Financial Associates
North Carolina
$143K +$143K +6,000 New
AIG
25
American International Group
New York
$92K – – –
1
2