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WisdomTree US LargeCap Fund

36 hedge funds and large institutions have $72.5M invested in WisdomTree US LargeCap Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.3M -$983K -32,048 -4%
DLIC
2
Daido Life Insurance Company
Japan
$13.7M +$9.13M +297,756 +200%
LPL Financial
3
LPL Financial
California
$3.6M -$137K -4,458 -4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.94M
MWM
5
Marietta Wealth Management
Georgia
$2.85M +$453K +14,776 +19%
Bank of America
6
Bank of America
North Carolina
$2.49M -$354K -11,550 -12%
UBS Group
7
UBS Group
Switzerland
$2.02M +$96.2K +3,136 +5%
Wells Fargo
8
Wells Fargo
California
$1.95M +$1.53K +50 +0.1%
AI
9
Atria Investments
North Carolina
$1.7M +$1.7M +55,354 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.69M +$248K +8,074 +17%
Ameriprise
11
Ameriprise
Minnesota
$1.34M -$252K -8,217 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.09M +$44.4K +1,447 +4%
Goldman Sachs
13
Goldman Sachs
New York
$1.08M -$344K -11,202 -24%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.03M +$264K +8,608 +34%
MWP
15
MYCIO Wealth Partners
Pennsylvania
$962K +$4.42K +144 +0.5%
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$898K -$1.53K -50 -0.2%
LBC
17
Lowe Brockenbrough & Co
Virginia
$890K +$890K +29,000 New
CIC
18
Cutler Investment Counsel
Oregon
$763K +$28.1K +914 +4%
GAG
19
GM Advisory Group
New York
$626K
UA
20
Unison Advisors
District of Columbia
$626K +$2.86K +93 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$612K -$7.7K -251 -1%
CPIG
22
Chicago Partners Investment Group
Illinois
$541K +$14.5K +474 +3%
RA
23
RFG Advisory
Alabama
$527K +$527K +17,175 New
GRP
24
Global Retirement Partners
California
$446K +$446K +14,550 New
Creative Planning
25
Creative Planning
Kansas
$384K