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WisdomTree US LargeCap Fund

45 hedge funds and large institutions have $89.4M invested in WisdomTree US LargeCap Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.6M +$1.09M +34,162 +4%
DLIC
2
Daido Life Insurance Company
Japan
$14.2M
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.36M +$4.07M +127,919 +123%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.64M +$224K +7,056 +3%
LPL Financial
5
LPL Financial
California
$3.87M -$161K -5,057 -4%
MWM
6
Marietta Wealth Management
Georgia
$3.05M -$99.3K -3,125 -3%
S
7
Surevest
California
$2.5M -$68.6K -2,157 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.46M +$209K +6,588 +9%
Wells Fargo
9
Wells Fargo
California
$2.05M -$4.93K -155 -0.2%
AW
10
ACG Wealth
Georgia
$1.99M -$194K -6,112 -9%
Bank of America
11
Bank of America
North Carolina
$1.89M -$30M -943,425 -94%
UBS Group
12
UBS Group
Switzerland
$1.8M +$53.8K +1,694 +3%
LBC
13
Lowe Brockenbrough & Co
Virginia
$1.52M +$334K +10,500 +28%
AI
14
Atria Investments
North Carolina
$1.32M -$349K -10,983 -21%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$459K +14,433 +56%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.14M +$1.14M +35,984 New
Goldman Sachs
17
Goldman Sachs
New York
$1.12M
MWP
18
MYCIO Wealth Partners
Pennsylvania
$905K
BHWM
19
Bar Harbor Wealth Management
New Hampshire
$864K -$10.2K -320 -1%
RA
20
RFG Advisory
Alabama
$864K +$231K +7,244 +36%
CIC
21
Cutler Investment Counsel
Oregon
$805K +$25.3K +796 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$726K -$351K -11,040 -33%
Ameriprise
23
Ameriprise
Minnesota
$713K -$9.96K -313 -1%
GAG
24
GM Advisory Group
New York
$681K
CPIG
25
Chicago Partners Investment Group
Illinois
$648K