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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

64 hedge funds and large institutions have $159M invested in WisdomTree US LargeCap Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
23
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$7.66M
2
Citadel Advisors
Citadel Advisors
Florida
$3.66M
3
RVPG
Relative Value Partners Group
$3.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93M
5
FAAS
First Allied Advisory Services
California
$981K

Top Sellers

1
TC
Trilogy Capital
California
$0
2
PAG
Private Advisor Group
New Jersey
$562K
3
BSAM
Blue Sky Asset Management
Colorado
$0
4
Jane Street
Jane Street
New York
$396K
5
S
Surevest
California
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$34.6M +$27.1K +966 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$1.07M -37,952 -5%
DLIC
3
Daido Life Insurance Company
Japan
$12.6M – – –
22CM
4
20/20 Capital Management
California
$12.5M +$559K +18,044 +5%
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.66M +$7.66M +272,183 New
AWM
6
AE Wealth Management
Kansas
$7.05M +$192K +6,846 +3%
SS
7
Simplicity Solutions
Minnesota
$5.54M -$24.8K -883 -0.4%
LPL Financial
8
LPL Financial
California
$5.15M +$550K +19,559 +12%
AW
9
ACG Wealth
Georgia
$4.74M -$174K -6,204 -4%
AAS
10
Avantax Advisory Services
Texas
$3.91M +$39.7K +1,410 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$3.66M +$2.55M +90,699 +230%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.49M +$3.49M +124,024 New
Bank of America
13
Bank of America
North Carolina
$3.34M -$874K -31,096 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.03M +$117K +4,148 +4%
RVPG
15
Relative Value Partners Group
$3.01M +$1.95M +69,458 +185%
Wells Fargo
16
Wells Fargo
California
$2.89M +$581K +20,671 +25%
MWM
17
Marietta Wealth Management
Georgia
$2.63M -$156K -5,548 -6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.93M +$1.72M +61,285 +821%
UBS Group
19
UBS Group
Switzerland
$1.71M +$86.1K +3,062 +5%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.69M +$771K +27,442 +84%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M -$350K -12,460 -18%
CFA
22
Carroll Financial Associates
North Carolina
$1.12M +$947K +33,704 +562%
LBC
23
Lowe Brockenbrough & Co
Virginia
$1.09M -$291K -10,347 -21%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$992K -$103K -3,679 -9%
FAAS
25
First Allied Advisory Services
California
$981K +$981K +34,907 New
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