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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

58 hedge funds and large institutions have $217M invested in WisdomTree US LargeCap Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
5
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$7.38M
2
BFG
2
Beacon Financial Group
Texas
$31M
3
PWS
3
Private Wealth Strategies
Ohio
$44.8M
4
IA
4
IFP Advisors
Florida
$2.24M
5
AAS
5
Avantax Advisory Services
Texas
$6.78M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.65M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AW
3
ACG Wealth
Georgia
$1.51M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$971K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$44.8M 1,264,146 +127,564 +11%
BFG
2
Beacon Financial Group
Texas
$31M 875,078 +194,855 +29%
Morgan Stanley
3
Morgan Stanley
New York
$27.6M 778,399 +12,067 +2%
DLIC
4
Daido Life Insurance Company
Japan
$15.8M 446,973 – –
22CM
5
20/20 Capital Management
California
$9.16M 258,589 -8,698 -3%
KAS
6
Kestra Advisory Services
Texas
$7.64M 215,729 +215,729 New
LPL Financial
7
LPL Financial
California
$7.52M 212,323 +16,291 +8%
Creative Planning
8
Creative Planning
Kansas
$7.38M 208,395 +195,879 +1,565%
AAS
9
Avantax Advisory Services
Texas
$6.78M 191,399 +49,650 +35%
RVPG
10
Relative Value Partners Group
$6.59M 185,966 -673 -0.4%
Bank of America
11
Bank of America
North Carolina
$6.48M 183,076 -5,081 -3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.55M 100,259 +12,267 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.54M 100,096 +2,186 +2%
MWM
14
Marietta Wealth Management
Georgia
$2.99M 84,410 -3,187 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.95M 83,194 -13,389 -14%
Wells Fargo
16
Wells Fargo
California
$2.59M 72,978 -914 -1%
T
17
TRUADVICE
Florida
$2.37M 65,652 +65,652 New
IA
18
IFP Advisors
Florida
$2.24M 63,232 +60,073 +1,902%
UBS Group
19
UBS Group
Switzerland
$1.88M 53,117 -2,937 -5%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.87M 52,770 +2,148 +4%
Goldman Sachs
21
Goldman Sachs
New York
$1.73M 48,703 +48,703 New
FAAS
22
First Allied Advisory Services
California
$1.7M 48,107 +4,700 +11%
AWM
23
AE Wealth Management
Kansas
$1.65M 46,563 -147,638 -76%
CFA
24
Carroll Financial Associates
North Carolina
$1.52M 42,971 +2,718 +7%
AW
25
ACG Wealth
Georgia
$1.51M 42,633 -29,877 -41%
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