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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

30 hedge funds and large institutions have $55.2M invested in WisdomTree US LargeCap Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.2M
2
CIC
2
Cutler Investment Counsel
Oregon
$778K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$862K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$681K
5
IFWM
5
Institute for Wealth Management
Colorado
$355K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LPL Financial
2
LPL Financial
California
$3.48M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.44M
4
Bank of America
4
Bank of America
North Carolina
$2.85M
5
UBS Group
5
UBS Group
Switzerland
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.2M 875,242 +615,718 +237%
LPL Financial
2
LPL Financial
California
$3.48M 112,115 +71,140 +174%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.29M 105,762 +71,594 +210%
Bank of America
4
Bank of America
North Carolina
$2.85M 91,605 +60,164 +191%
MWM
5
Marietta Wealth Management
Georgia
$2.35M 75,590 +51,828 +218%
UBS Group
6
UBS Group
Switzerland
$2.02M 64,922 +42,751 +193%
Ameriprise
7
Ameriprise
Minnesota
$1.77M 57,041 +39,134 +219%
Wells Fargo
8
Wells Fargo
California
$1.63M 52,474 +37,173 +243%
Goldman Sachs
9
Goldman Sachs
New York
$1.44M 46,473 +29,450 +173%
MWP
10
MYCIO Wealth Partners
Pennsylvania
$957K 30,809 +20,749 +206%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$932K 29,997 +19,953 +199%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$870K 27,995 +20,723 +285%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$862K 27,721 +24,029 +651%
CIC
14
Cutler Investment Counsel
Oregon
$778K 25,039 +25,039 New
UA
15
Unison Advisors
District of Columbia
$723K 23,258 +23,258 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$681K 21,920 +19,201 +706%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$598K 19,242 +12,828 +200%
GAG
18
GM Advisory Group
New York
$592K 19,040 +13,202 +226%
CPIG
19
Chicago Partners Investment Group
Illinois
$533K 17,166 +11,522 +204%
Creative Planning
20
Creative Planning
Kansas
$389K 12,516 +8,344 +200%
IFWM
21
Institute for Wealth Management
Colorado
$355K 11,415 +11,415 New
AG
22
Advisor Group
Arizona
$245K 7,891 +5,261 +200%
PCM
23
Parsons Capital Management
Rhode Island
$237K 7,632 +5,110 +203%
CFA
24
Carroll Financial Associates
North Carolina
$186K 6,000 +4,000 +200%
IA
25
IFP Advisors
Florida
$100K 3,203 +2,136 +200%
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