EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

28 hedge funds and large institutions have $36M invested in WisdomTree US LargeCap Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.37M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.62M
3
Creative Planning
3
Creative Planning
Kansas
$263K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.59M
5
UBS Group
5
UBS Group
Switzerland
$1.68M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.8M
4
CWM
4
Concert Wealth Management
California
$296K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.8M 573,699 -35,172 -6%
LPL Financial
2
LPL Financial
California
$2.86M 110,577 -8,751 -7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.62M 101,775 +14,427 +17%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.59M 100,473 +7,776 +8%
UBS Group
5
UBS Group
Switzerland
$1.68M 65,226 +1,293 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.45M 56,289 -7,086 -11%
Goldman Sachs
7
Goldman Sachs
New York
$1.37M 53,145 +17,091 +47%
Bank of America
8
Bank of America
North Carolina
$1.16M 44,949 -3,270 -7%
WA
9
WFG Advisors
Texas
$1.13M 43,863 -3,054 -7%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$926K 35,952 -126 -0.3%
MWM
11
Marietta Wealth Management
Georgia
$899K 34,893 +34,893 New
MWP
12
MYCIO Wealth Partners
Pennsylvania
$827K 32,097 -3,819 -11%
CIC
13
Cutler Investment Counsel
Oregon
$550K 21,354 +924 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$527K 20,457 -900 -4%
Ameriprise
15
Ameriprise
Minnesota
$399K 15,489 +363 +2%
Wells Fargo
16
Wells Fargo
California
$398K 15,465 -3,711 -19%
CWM
17
Concert Wealth Management
California
– – – –
Creative Planning
18
Creative Planning
Kansas
$263K 10,206 +8,706 +580%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$218K 8,481 -2,094 -20%
PCM
20
Parsons Capital Management
Rhode Island
$210K 8,157 -285 -3%
AG
21
Advisor Group
Arizona
$164K 6,360 +300 +5%
SG Americas Securities
22
SG Americas Securities
New York
$155K 6,000 -900 -13%
CFA
23
Carroll Financial Associates
North Carolina
$154K 6,000 – –
MFS
24
MSI Financial Services
Massachusetts
$122K 4,740 -1,764 -27%
IA
25
IFP Advisors
Florida
$82K 3,192 +3 +0.1%
1
2