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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

69 hedge funds and large institutions have $246M invested in WisdomTree US LargeCap Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
24
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$54.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.27M
3
PAG
3
Private Advisor Group
New Jersey
$2.06M
4
MWM
4
Modera Wealth Management
New Jersey
$1.11M
5
IA
5
IFP Advisors
Florida
$3.57M

Top Sellers

1
22CM
1
20/20 Capital Management
California
$3.56M
2
KAS
2
Kestra Advisory Services
Texas
$3.85M
3
AAS
3
Avantax Advisory Services
Texas
$5.04M
4
Creative Planning
4
Creative Planning
Kansas
$7.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$54.9M 1,367,861 +103,715 +8%
BFG
2
Beacon Financial Group
Texas
$36.1M 878,074 +2,996 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$32.2M 802,845 +24,446 +3%
DLIC
4
Daido Life Insurance Company
Japan
$18M 446,973 – –
LPL Financial
5
LPL Financial
California
$8.67M 215,983 +3,660 +2%
RVPG
6
Relative Value Partners Group
$8.33M 207,410 +21,444 +12%
Creative Planning
7
Creative Planning
Kansas
$7.1M 176,734 -31,661 -15%
Bank of America
8
Bank of America
North Carolina
$6.76M 168,198 -14,878 -8%
AAS
9
Avantax Advisory Services
Texas
$5.04M 125,479 -65,920 -34%
IWC
10
Integrated Wealth Concepts
Massachusetts
$4.41M 109,911 +9,652 +10%
KAS
11
Kestra Advisory Services
Texas
$3.85M 96,526 -119,203 -55%
IA
12
IFP Advisors
Florida
$3.57M 88,676 +25,444 +40%
22CM
13
20/20 Capital Management
California
$3.56M 87,192 -171,397 -66%
MWM
14
Marietta Wealth Management
Georgia
$3.48M 86,635 +2,225 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.01M 75,007 -25,089 -25%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.97M 74,027 -9,167 -11%
CA
17
CGN Advisors
Kansas
$2.85M 70,936 +70,936 New
Wells Fargo
18
Wells Fargo
California
$2.76M 68,586 -4,392 -6%
T
19
TRUADVICE
Florida
$2.61M 64,687 -965 -1%
FGAM
20
Financial Gravity Asset Management
Texas
$2.59M 64,598 +64,598 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.27M 56,642 +56,642 New
PAG
22
Private Advisor Group
New Jersey
$2.06M 51,305 +30,653 +148%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.06M 51,270 +13,513 +36%
AWM
24
AE Wealth Management
Kansas
$2.03M 50,422 +3,859 +8%
UBS Group
25
UBS Group
Switzerland
$1.97M 49,126 -3,991 -8%
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