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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
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

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 %
Goldman Sachs
26
Goldman Sachs
New York
$5.05M 78,849 +51,841 +192%
MSAM
27
Moloney Securities Asset Management
Missouri
$4.74M 74,018 +5,110 +7%
NC
28
NewSquare Capital
Pennsylvania
$4.48M 69,955 +4,649 +7%
PCIA
29
Prime Capital Investment Advisors
Kansas
$3.58M 56,000 -2,767 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$3.48M 54,400 +54,400 New
Betterment LLC
31
Betterment LLC
New York
$3.38M 52,775 +1,632 +3%
HI
32
Harbour Investments
Wisconsin
$3.07M 47,945 +5,731 +14%
LBC
33
Lowe Brockenbrough & Co
Virginia
$2.96M 46,252 – –
BFG
34
Beacon Financial Group
Texas
$2.94M 45,957 -36 -0.1%
AIA
35
AssuredPartners Investment Advisors
Florida
$2.78M 43,358 -889 -2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.7M 42,212 +9,028 +27%
MW
37
Maia Wealth
Colorado
$2.68M 41,934 +20,420 +95%
CIA
38
Concurrent Investment Advisors
Florida
$2.41M 37,643 -7,131 -16%
RT
39
Rockland Trust
Massachusetts
$2.39M 37,404 -977 -3%
MWM
40
Modera Wealth Management
New Jersey
$2.25M 35,094 -100 -0.3%
Raymond James Financial
41
Raymond James Financial
Florida
$2.19M 34,195 +4,745 +16%
Citadel Advisors
42
Citadel Advisors
Florida
$1.92M 29,955 -29,313 -49%
WIM
43
WealthPlan Investment Management
Nebraska
$1.83M 28,537 +28,537 New
PCA
44
Prosperity Capital Advisors
Ohio
$1.79M 28,020 -619 -2%
KFP
45
KMG Fiduciary Partners
Ohio
$1.74M 27,144 +1,349 +5%
CPIG
46
Chicago Partners Investment Group
Illinois
$1.73M 26,237 +55 +0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.68M 26,160 -177 -0.7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.6M 24,615 +587 +2%
AA
49
Advisory Alpha
Michigan
$1.55M 24,264 -131 -0.5%
Citigroup
50
Citigroup
New York
$1.46M 22,806 +9,877 +76%
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