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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $774M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
46
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGC
1
Financial Gravity Companies
Texas
$17.8M
2
LPL Financial
2
LPL Financial
California
$81.9M
3
WA
3
Win Advisors
Florida
$8.97M
4
SL
4
Systelligence LLC
Minnesota
$7.12M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.48M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Market Value Shares Shares
Change 		Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$144M 2,252,225 -162,710 -7%
LPL Financial
2
LPL Financial
California
$81.9M 1,278,743 +147,482 +13%
PAG
3
Private Advisor Group
New Jersey
$67.7M 1,058,176 -16,811 -2%
Morgan Stanley
4
Morgan Stanley
New York
$59.8M 934,478 -51,980 -5%
Lido Advisors
5
Lido Advisors
California
$55.7M 869,660 -34,207 -4%
GWAG
6
Garrett Wealth Advisory Group
Texas
$50.7M 792,460 +13,877 +2%
TFG
7
Team Financial Group
California
$28.9M 451,840 +25,403 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$28.5M 445,451 +22,288 +5%
FGC
9
Financial Gravity Companies
Texas
$17.8M 277,453 +277,453 New
IC
10
IEQ Capital
California
$17M 265,154 – –
KAS
11
Kestra Advisory Services
Texas
$15.4M 240,188 +19,064 +9%
Bank of America
12
Bank of America
North Carolina
$13.7M 213,770 -61,053 -22%
IA
13
Integrity Alliance
Iowa
$9.38M 146,613 -416,153 -74%
WA
14
Win Advisors
Florida
$8.97M 140,061 +140,061 New
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$8.92M 139,475 +31 +0%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$8.84M 138,096 +6,089 +5%
SL
17
Systelligence LLC
Minnesota
$7.12M 111,186 +111,186 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.02M 109,748 +15,478 +16%
AAS
19
Avantax Advisory Services
Texas
$6.61M 103,286 -338 -0.3%
UBS Group
20
UBS Group
Switzerland
$6.45M 100,724 -13,254 -12%
MWM
21
Marietta Wealth Management
Georgia
$6.3M 98,447 +2,125 +2%
Creative Planning
22
Creative Planning
Kansas
$6.01M 93,914 +1 +0%
FWA
23
Flagship Wealth Advisors
Massachusetts
$5.59M 87,260 +7,634 +10%
VIM
24
Vista Investment Management
Pennsylvania
$5.31M 82,899 +740 +0.9%
Wells Fargo
25
Wells Fargo
California
$5.19M 81,040 -611 -0.7%
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