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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

27 hedge funds and large institutions have $46.6M invested in WisdomTree US LargeCap Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.56M
2
Jane Street
2
Jane Street
New York
$704K
3
Wells Fargo
3
Wells Fargo
California
$1.33M
4
MWM
4
Marietta Wealth Management
Georgia
$2.07M
5
AG
5
Advisor Group
Arizona
$229K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$237K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
IFWM
3
Institute for Wealth Management
Colorado
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$633K
5
Bank of America
5
Bank of America
North Carolina
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.6M 259,524 -352 -0.1%
LPL Financial
2
LPL Financial
California
$3.57M 40,975 -81 -0.2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.97M 34,168 +15 +0%
Bank of America
4
Bank of America
North Carolina
$2.74M 31,441 -790 -2%
MWM
5
Marietta Wealth Management
Georgia
$2.07M 23,762 +2,523 +12%
UBS Group
6
UBS Group
Switzerland
$1.93M 22,171 +159 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$1.56M 17,907 +12,697 +244%
Goldman Sachs
8
Goldman Sachs
New York
$1.48M 17,023 – –
Wells Fargo
9
Wells Fargo
California
$1.33M 15,301 +7,038 +85%
MWP
10
MYCIO Wealth Partners
Pennsylvania
$876K 10,060 +42 +0.4%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$874K 10,044 -705 -7%
Jane Street
12
Jane Street
New York
$704K 8,093 +8,093 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$633K 7,272 -3,243 -31%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$558K 6,414 – –
GAG
15
GM Advisory Group
New York
$508K 5,838 +264 +5%
CPIG
16
Chicago Partners Investment Group
Illinois
$491K 5,644 +294 +5%
Creative Planning
17
Creative Planning
Kansas
$363K 4,172 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$321K 3,692 +149 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$237K 2,719 -25,224 -90%
AG
20
Advisor Group
Arizona
$229K 2,630 +510 +24%
PCM
21
Parsons Capital Management
Rhode Island
$220K 2,522 -50 -2%
CFA
22
Carroll Financial Associates
North Carolina
$176K 2,000 – –
IA
23
IFP Advisors
Florida
$93K 1,067 +1 +0.1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$76K 877 – –
LNB
25
Ledyard National Bank
$13K 155 – –
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