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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$37.6M
2
UBS Group
2
UBS Group
Switzerland
$6.73M
3
CA
3
Cetera Advisors
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
AWM
5
AE Wealth Management
Kansas
$7.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
BFG
2
Beacon Financial Group
Texas
$11.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
RFA
4
Resurgent Financial Advisors
Georgia
$0
5
Creative Planning
5
Creative Planning
Kansas
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.81M 44,433 – –
MLA
27
My Legacy Advisors
Oregon
$1.53M 36,816 +22,626 +159%
5L
28
55I LLC
Massachusetts
$1.52M 37,153 +21,567 +138%
RA
29
RFG Advisory
Alabama
$1.45M 32,822 -543 -2%
MWM
30
Modera Wealth Management
New Jersey
$1.33M 32,491 -150 -0.5%
GRP
31
Global Retirement Partners
California
$1.26M 30,850 +26,850 +671%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.24M 30,357 -177,935 -85%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M 29,204 +560 +2%
Betterment LLC
34
Betterment LLC
New York
$1.09M 26,700 +5,188 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$1.02M 25,038 +25,038 New
GAG
36
GM Advisory Group
New York
$1.01M 24,666 +10 +0%
HA
37
Herold Advisors
New York
$987K 24,210 +1,500 +7%
T
38
TRUADVICE
Florida
$971K 21,968 -191 -0.9%
KFP
39
KMG Fiduciary Partners
Ohio
$958K 23,475 +2,543 +12%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$828K 20,289 -765 -4%
ARC
41
Advisor Resource Council
Texas
$772K 18,928 +1,785 +10%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$699K 17,137 +3,137 +22%
CPIG
43
Chicago Partners Investment Group
Illinois
$651K 14,789 +35 +0.2%
SPIA
44
Steward Partners Investment Advisory
New York
$592K 14,502 -215 -1%
CA
45
CoreCap Advisors
Michigan
$564K 13,824 -3,263 -19%
RFN
46
Redwood Financial Network
Ohio
$535K 13,118 +2 +0%
IFWM
47
Institute for Wealth Management
Colorado
$484K 11,858 +50 +0.4%
AW
48
ACG Wealth
Georgia
$470K 11,527 +1 +0%
MPW
49
Melone Private Wealth
Michigan
$461K 10,968 -167 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K 11,014 +2,865 +35%
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