EPS icon

WisdomTree US LargeCap Fund

43 hedge funds and large institutions have $102M invested in WisdomTree US LargeCap Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
13
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.3M +$26.3M +931,348 +1,300%
Morgan Stanley
2
Morgan Stanley
New York
$21.7M -$2.26M -80,245 -9%
DLIC
3
Daido Life Insurance Company
Japan
$12.6M
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.69M +$5.04M +178,642 +770%
LPL Financial
5
LPL Financial
California
$3.57M +$260K +9,216 +8%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.93M -$36K -1,275 -1%
MWM
7
Marietta Wealth Management
Georgia
$2.79M +$56.8K +2,014 +2%
S
8
Surevest
California
$2.28M +$2.28M +80,937 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.99M +$263K +9,313 +15%
AW
10
ACG Wealth
Georgia
$1.94M -$107K -3,801 -5%
Wells Fargo
11
Wells Fargo
California
$1.82M +$184K +6,542 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.76M +$1.76M +62,438 New
UBS Group
13
UBS Group
Switzerland
$1.55M -$204K -7,228 -12%
AI
14
Atria Investments
North Carolina
$1.48M -$406K -14,387 -22%
LBC
15
Lowe Brockenbrough & Co
Virginia
$1.05M +$233K +8,250 +28%
Goldman Sachs
16
Goldman Sachs
New York
$995K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$955K -$63.5K -2,254 -6%
MWP
18
MYCIO Wealth Partners
Pennsylvania
$803K -$67.6K -2,398 -8%
BHWM
19
Bar Harbor Wealth Management
New Hampshire
$775K -$3.64K -129 -0.5%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$732K +$641K +22,719 +705%
RIA
21
Regal Investment Advisors
Michigan
$731K +$206K +7,301 +39%
CIC
22
Cutler Investment Counsel
Oregon
$691K -$32.2K -1,141 -4%
Ameriprise
23
Ameriprise
Minnesota
$641K -$17.6K -623 -3%
GAG
24
GM Advisory Group
New York
$604K +$28.2K +1,000 +5%
CPIG
25
Chicago Partners Investment Group
Illinois
$576K +$39.7K +1,357 +7%