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WisdomTree US LargeCap Fund
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Overview Fund Activity

32 hedge funds and large institutions have $51.2M invested in WisdomTree US LargeCap Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
LPL Financial
2
LPL Financial
California
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.52M
4
Ameriprise
4
Ameriprise
Minnesota
$550K
5
CA
5
Cetera Advisors
Colorado
$311K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.36M
2
Jane Street
2
Jane Street
New York
$782K
3
CWM
3
Concert Wealth Management
California
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$67K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.7M 270,222 +117,781 +77%
LPL Financial
2
LPL Financial
California
$5.9M 86,470 +41,162 +91%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.48M 64,549 -1,275 -2%
Bank of America
4
Bank of America
North Carolina
$3.82M 55,033 -10 -0%
Citadel Advisors
5
Citadel Advisors
Florida
$2.52M 36,405 +27,215 +296%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.25M 32,413 +2,454 +8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.74M 25,028 -1,518 -6%
UBS Group
8
UBS Group
Switzerland
$1.62M 23,286 +701 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.36M 19,646 -29,988 -60%
WA
10
WFG Advisors
Texas
$1.16M 16,668 +116 +0.7%
Goldman Sachs
11
Goldman Sachs
New York
$967K 13,943 – –
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$826K 11,909 -695 -6%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$822K 11,855 +77 +0.7%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$791K 11,403 +47 +0.4%
Jane Street
15
Jane Street
New York
$782K 11,273 -7,177 -39%
CIC
16
Cutler Investment Counsel
Oregon
$601K 8,660 +358 +4%
UCFA
17
United Capital Financial Advisors
Texas
$582K 8,389 – –
Ameriprise
18
Ameriprise
Minnesota
$550K 7,933 +7,933 New
CA
19
Cetera Advisors
Colorado
$311K 4,500 +4,500 New
Wells Fargo
20
Wells Fargo
California
$307K 4,430 +2,029 +85%
MFS
21
MSI Financial Services
Massachusetts
$216K 3,120 +2,470 +380%
PCM
22
Parsons Capital Management
Rhode Island
$216K 3,119 +3,119 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$142K 2,040 -1,359 -40%
AIG
24
American International Group
New York
$140K 2,021 – –
CFA
25
Carroll Financial Associates
North Carolina
$138K 2,000 – –
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