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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$65.6M
2
IA
IFP Advisors
Florida
$5.97M
3
AWM
AE Wealth Management
Kansas
$6.32M
4
VIM
Vista Investment Management
Pennsylvania
$3.01M
5
Morgan Stanley
Morgan Stanley
New York
$42.9M

Top Sellers

1
WA
Win Advisors
Florida
$187K
2
PWS
Private Wealth Strategies
Ohio
$66M
3
IWM
IHT Wealth Management
Illinois
$0
4
BFG
Beacon Financial Group
Texas
$20.3M
5
KAS
Kestra Advisory Services
Texas
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.6M -$224K -4,639 -8%
LBC
27
Lowe Brockenbrough & Co
Virginia
$2.15M -$16K -330 -0.7%
RA
28
RFG Advisory
Alabama
$1.61M -$6.48K -134 -0.4%
MWM
29
Modera Wealth Management
New Jersey
$1.58M – – –
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$24.9K -514 -2%
GAG
31
GM Advisory Group
New York
$1.19M +$10.5K +217 +0.9%
HA
32
Herold Advisors
New York
$1.1M -$33.9K -700 -3%
Betterment LLC
33
Betterment LLC
New York
$1.04M +$496K +10,252 +91%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.02M +$44.3K +916 +5%
KFP
35
KMG Fiduciary Partners
Ohio
$1.01M +$6.58K +136 +0.7%
T
36
TRUADVICE
Florida
$989K -$50.1K -1,123 -5%
Stifel Financial
37
Stifel Financial
Missouri
$899K -$37.4K -773 -4%
ARC
38
Advisor Resource Council
Texas
$829K -$67.7K -1,400 -8%
CA
39
CoreCap Advisors
Michigan
$826K -$37.7K -779 -4%
5L
40
55I LLC
Massachusetts
$754K +$754K +15,586 New
SPIA
41
Steward Partners Investment Advisory
New York
$712K -$20K -414 -3%
MLA
42
My Legacy Advisors
Oregon
$686K +$686K +14,190 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$677K +$677K +14,000 New
RFN
44
Redwood Financial Network
Ohio
$634K +$634K +13,116 New
CPIG
45
Chicago Partners Investment Group
Illinois
$628K +$116K +2,720 +23%
IFWM
46
Institute for Wealth Management
Colorado
$571K +$25.8K +533 +5%
AW
47
ACG Wealth
Georgia
$557K -$405K -8,389 -42%
MPW
48
Melone Private Wealth
Michigan
$512K +$2.07K +45 +0.4%
BFG
49
Berger Financial Group
Minnesota
$508K – – –
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$498K -$102K -2,115 -17%
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