EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

72 hedge funds and large institutions have $279M invested in WisdomTree US LargeCap Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
29
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.5M
2
PWS
2
Private Wealth Strategies
Ohio
$65.5M
3
JFS
3
JD Financial Services
Pennsylvania
$2.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.99M
5
IA
5
Insight Advisors
Pennsylvania
$541K

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.72M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$65.5M 1,510,522 +142,661 +10%
BFG
2
Beacon Financial Group
Texas
$36.1M 878,074 – –
Morgan Stanley
3
Morgan Stanley
New York
$34.4M 793,125 -9,720 -1%
DLIC
4
Daido Life Insurance Company
Japan
$19.4M 446,973 – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.5M 427,473 +406,646 +1,952%
LPL Financial
6
LPL Financial
California
$9.43M 217,472 +1,489 +0.7%
RVPG
7
Relative Value Partners Group
$9.34M 215,514 +8,104 +4%
Creative Planning
8
Creative Planning
Kansas
$7.43M 171,283 -5,451 -3%
Bank of America
9
Bank of America
North Carolina
$7.2M 166,159 -2,039 -1%
AAS
10
Avantax Advisory Services
Texas
$5.49M 126,583 +1,104 +0.9%
IA
11
IFP Advisors
Florida
$4.17M 96,286 +7,610 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.99M 92,048 +17,041 +23%
MWM
13
Marietta Wealth Management
Georgia
$3.79M 87,308 +673 +0.8%
22CM
14
20/20 Capital Management
California
$3.3M 76,054 -11,138 -13%
CA
15
CGN Advisors
Kansas
$3.18M 73,394 +2,458 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.15M 72,656 -1,371 -2%
Wells Fargo
17
Wells Fargo
California
$2.98M 68,751 +165 +0.2%
T
18
TRUADVICE
Florida
$2.87M 62,956 -1,731 -3%
KAS
19
Kestra Advisory Services
Texas
$2.72M 62,645 -33,881 -35%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.57M 59,335 +2,693 +5%
PAG
21
Private Advisor Group
New Jersey
$2.51M 57,808 +6,503 +13%
AWM
22
AE Wealth Management
Kansas
$2.29M 52,856 +2,434 +5%
JFS
23
JD Financial Services
Pennsylvania
$2.28M 52,591 +52,591 New
UBS Group
24
UBS Group
Switzerland
$2.12M 48,877 -249 -0.5%
CFA
25
Carroll Financial Associates
North Carolina
$1.95M 45,004 +1,058 +2%
1
2 3 4