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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

95 hedge funds and large institutions have $400M invested in WisdomTree US LargeCap Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$14.4M
2
PAG
2
Private Advisor Group
New Jersey
$18.7M
3
PWS
3
Private Wealth Strategies
Ohio
$84.7M
4
KAS
4
Kestra Advisory Services
Texas
$8.76M
5
CA
5
Cetera Advisors
Colorado
$8.24M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
IA
3
IFP Advisors
Florida
$12K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$84.7M +$2.99M +59,403 +4%
Morgan Stanley
2
Morgan Stanley
New York
$42M +$792K +15,728 +2%
BFG
3
Beacon Financial Group
Texas
$33.1M -$158K -3,120 -0.5%
DLIC
4
Daido Life Insurance Company
Japan
$27.7M – – –
PAG
5
Private Advisor Group
New Jersey
$18.7M +$12.2M +243,081 +189%
WA
6
Win Advisors
Florida
$18M +$18M +358,253 New
IWM
7
IHT Wealth Management
Illinois
$14.4M +$14.4M +285,063 New
JFS
8
JD Financial Services
Pennsylvania
$14.2M +$480K +9,535 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.6M -$8.74M -173,639 -41%
LPL Financial
10
LPL Financial
California
$11.5M +$454K +9,014 +4%
RVPG
11
Relative Value Partners Group
$10.9M -$97.1K -1,928 -0.9%
KAS
12
Kestra Advisory Services
Texas
$8.76M +$2.74M +54,479 +46%
Creative Planning
13
Creative Planning
Kansas
$8.47M +$542K +10,758 +7%
CA
14
Cetera Advisors
Colorado
$8.24M +$2.33M +46,271 +39%
Bank of America
15
Bank of America
North Carolina
$8.06M +$4.28K +85 +0.1%
AAS
16
Avantax Advisory Services
Texas
$6.03M +$113K +2,241 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.94M -$5.84K -116 -0.1%
MWM
18
Marietta Wealth Management
Georgia
$4.32M -$82.8K -1,644 -2%
CA
19
CGN Advisors
Kansas
$4.31M +$382K +7,589 +10%
Wells Fargo
20
Wells Fargo
California
$4.17M +$154K +3,067 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.03M +$179K +3,550 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.79M +$80.4K +1,596 +2%
IA
23
Insight Advisors
Pennsylvania
$3.76M +$1.36M +26,949 +57%
UBS Group
24
UBS Group
Switzerland
$2.95M +$504K +10,015 +21%
CFA
25
Carroll Financial Associates
North Carolina
$2.53M +$32.5K +642 +1%
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