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WisdomTree US LargeCap Fund

48 hedge funds and large institutions have $114M invested in WisdomTree US LargeCap Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M 789,551 -765 -0.1%
DLIC
2
Daido Life Insurance Company
Japan
$15M 446,973
AW
3
ACG Wealth
Georgia
$8.98M 267,840 +1,399 +0.5%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$8.9M 265,320 +35,733 +16%
AWM
5
AE Wealth Management
Kansas
$7.39M 220,350 +186,886 +558%
SS
6
Simplicity Solutions
Minnesota
$6.1M 181,883 +181,883 New
LPL Financial
7
LPL Financial
California
$4.09M 122,068 -2,289 -2%
MWM
8
Marietta Wealth Management
Georgia
$3.4M 101,394 +8,443 +9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.37M 100,573 +8,678 +9%
Bank of America
10
Bank of America
North Carolina
$2.54M 75,581 +10,849 +17%
Wells Fargo
11
Wells Fargo
California
$2.34M 69,608 +1,277 +2%
S
12
Surevest
California
$2.23M 66,547 -1,472 -2%
UBS Group
13
UBS Group
Switzerland
$2.06M 61,258 -1,003 -2%
Jane Street
14
Jane Street
New York
$1.84M 54,875 +54,875 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M 52,551 +5,084 +11%
LBC
16
Lowe Brockenbrough & Co
Virginia
$1.6M 47,750
Goldman Sachs
17
Goldman Sachs
New York
$1.24M 36,872 +7,716 +26%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.22M 36,317 +36,317 New
RA
19
RFG Advisory
Alabama
$1.19M 35,454 +4,318 +14%
FTUS
20
Flow Traders U.S.
New York
$1.19M 35,392 +35,392 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.18M 35,292 +8,633 +32%
MWP
22
MYCIO Wealth Partners
Pennsylvania
$888K 26,485 +264 +1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$851K 25,368 -3,809 -13%
BHWM
24
Bar Harbor Wealth Management
New Hampshire
$850K 25,352 -549 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$807K 24,057 -38,187 -61%