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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

60 hedge funds and large institutions have $185M invested in WisdomTree US LargeCap Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
9
Increased
17
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$22.3M
2
RVPG
2
Relative Value Partners Group
$6.19M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FTUS
4
Flow Traders U.S.
New York
$987K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.92M

Top Sellers

1
LFPWM
1
Leicht Financial Planning & Wealth Management
New Jersey
$0
2
22CM
2
20/20 Capital Management
California
$9.52M
3
AW
3
ACG Wealth
Georgia
$2.41M
4
PWS
4
Private Wealth Strategies
Ohio
$37.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$37.7M 1,136,582 -93,938 -8%
Morgan Stanley
2
Morgan Stanley
New York
$25.4M 766,332 +16,181 +2%
BFG
3
Beacon Financial Group
Texas
$22.3M 680,223 +680,223 New
DLIC
4
Daido Life Insurance Company
Japan
$14.8M 446,973 – –
22CM
5
20/20 Capital Management
California
$9.52M 267,287 -134,708 -34%
LPL Financial
6
LPL Financial
California
$6.5M 196,032 +12,696 +7%
AWM
7
AE Wealth Management
Kansas
$6.44M 194,201 -56,746 -23%
Bank of America
8
Bank of America
North Carolina
$6.24M 188,157 +69,510 +59%
RVPG
9
Relative Value Partners Group
$6.19M 186,639 +79,732 +75%
SS
10
Simplicity Solutions
Minnesota
$5.07M 152,711 -44,476 -23%
AAS
11
Avantax Advisory Services
Texas
$4.7M 141,749 +2,641 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.25M 97,910 -26,114 -21%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.2M 96,583 -11,182 -10%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.92M 87,992 +27,769 +46%
MWM
15
Marietta Wealth Management
Georgia
$2.91M 87,597 -5,885 -6%
Wells Fargo
16
Wells Fargo
California
$2.45M 73,892 -28,791 -28%
AW
17
ACG Wealth
Georgia
$2.41M 72,510 -96,182 -57%
UBS Group
18
UBS Group
Switzerland
$1.86M 56,054 -4,824 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$1.71M 51,647 -78,418 -60%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M 50,622 -5,794 -10%
FAAS
21
First Allied Advisory Services
California
$1.44M 43,407 +8,500 +24%
CFA
22
Carroll Financial Associates
North Carolina
$1.34M 40,253 +549 +1%
CA
23
Cetera Advisors
Colorado
$1.29M 39,001 +24,485 +169%
LBC
24
Lowe Brockenbrough & Co
Virginia
$1.23M 36,933 -1,660 -4%
FTUS
25
Flow Traders U.S.
New York
$987K 29,741 +29,741 New
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