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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

79 hedge funds and large institutions have $317M invested in WisdomTree US LargeCap Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
30
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFS
1
JD Financial Services
Pennsylvania
$12M
2
DLIC
2
Daido Life Insurance Company
Japan
$25.4M
3
KAS
3
Kestra Advisory Services
Texas
$5.33M
4
PWS
4
Private Wealth Strategies
Ohio
$72.1M
5
AWM
5
AE Wealth Management
Kansas
$4.58M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$31.3M
2
IA
2
IFP Advisors
Florida
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
AW
4
ACG Wealth
Georgia
$964K
5
Bank of America
5
Bank of America
North Carolina
$7.18M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$72.1M 1,559,363 +48,841 +3%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M 772,782 -20,343 -3%
BFG
3
Beacon Financial Group
Texas
$31.3M 673,464 -204,610 -23%
DLIC
4
Daido Life Insurance Company
Japan
$25.4M 549,372 +102,399 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.8M 428,041 +568 +0.1%
JFS
6
JD Financial Services
Pennsylvania
$12M 259,630 +207,039 +394%
RVPG
7
Relative Value Partners Group
$10.1M 217,618 +2,104 +1%
LPL Financial
8
LPL Financial
California
$9.72M 210,335 -7,137 -3%
Creative Planning
9
Creative Planning
Kansas
$7.56M 163,522 -7,761 -5%
Bank of America
10
Bank of America
North Carolina
$7.18M 155,401 -10,758 -6%
AAS
11
Avantax Advisory Services
Texas
$5.88M 127,385 +802 +0.6%
KAS
12
Kestra Advisory Services
Texas
$5.33M 115,308 +52,663 +84%
Wells Fargo
13
Wells Fargo
California
$5.04M 109,084 +40,333 +59%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.75M 102,729 +10,681 +12%
AWM
15
AE Wealth Management
Kansas
$4.58M 99,160 +46,304 +88%
MWM
16
Marietta Wealth Management
Georgia
$3.97M 85,806 -1,502 -2%
FGAM
17
Financial Gravity Asset Management
Texas
$3.92M 84,824 +2,091 +3%
CA
18
CGN Advisors
Kansas
$3.5M 75,787 +2,393 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.41M 73,872 +1,216 +2%
22CM
20
20/20 Capital Management
California
$3.34M 72,349 -3,705 -5%
T
21
TRUADVICE
Florida
$3.18M 67,320 +4,364 +7%
PAG
22
Private Advisor Group
New Jersey
$3.03M 65,617 +7,809 +14%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.96M 63,988 +4,653 +8%
CFA
24
Carroll Financial Associates
North Carolina
$2.25M 48,746 +3,742 +8%
UBS Group
25
UBS Group
Switzerland
$2.25M 48,635 -242 -0.5%
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