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WisdomTree US LargeCap Fund

44 hedge funds and large institutions have $95.1M invested in WisdomTree US LargeCap Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26M 790,316 -14,650 -2%
DLIC
2
Daido Life Insurance Company
Japan
$14.7M 446,973
AW
3
ACG Wealth
Georgia
$8.76M 266,441 +203,916 +326%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.55M 229,587 -1,985 -0.9%
LPL Financial
5
LPL Financial
California
$4.09M 124,357 +2,720 +2%
MWM
6
Marietta Wealth Management
Georgia
$3.06M 92,951 -2,998 -3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.02M 91,895 +14,675 +19%
Wells Fargo
8
Wells Fargo
California
$2.25M 68,331 +3,985 +6%
S
9
Surevest
California
$2.24M 68,019 -10,761 -14%
Bank of America
10
Bank of America
North Carolina
$2.13M 64,732 +5,170 +9%
UBS Group
11
UBS Group
Switzerland
$2.05M 62,261 +5,531 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.05M 62,244 +39,395 +172%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$1.58M 47,467 +7,091 +18%
LBC
14
Lowe Brockenbrough & Co
Virginia
$1.57M 47,750
AWM
15
AE Wealth Management
Kansas
$1.1M 33,464 +33,464 New
RA
16
RFG Advisory
Alabama
$1.02M 31,136 +4,045 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$959K 29,177 -179,729 -86%
Goldman Sachs
18
Goldman Sachs
New York
$959K 29,156 -6,115 -17%
Citadel Advisors
19
Citadel Advisors
Florida
$958K 29,131 +29,131 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$877K 26,659 -9,325 -26%
CIC
21
Cutler Investment Counsel
Oregon
$876K 26,640 +1,331 +5%
MWP
22
MYCIO Wealth Partners
Pennsylvania
$862K 26,221 -2,252 -8%
BHWM
23
Bar Harbor Wealth Management
New Hampshire
$852K 25,901 -1,267 -5%
Ameriprise
24
Ameriprise
Minnesota
$741K 22,528 +112 +0.5%
CPIG
25
Chicago Partners Investment Group
Illinois
$661K 19,699