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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

100 hedge funds and large institutions have $318M invested in WisdomTree US LargeCap Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
38
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWAG
1
Garrett Wealth Advisory Group
Texas
$21M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.67M
4
PWS
4
Private Wealth Strategies
Ohio
$55.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17.9M
2
BFG
2
Beacon Financial Group
Texas
$1.9M
3
CA
3
CGN Advisors
Kansas
$550K
4
UBS Group
4
UBS Group
Switzerland
$4.58M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
26
Moloney Securities Asset Management
Missouri
$1.95M 50,670 -1,459 -3%
5L
27
55I LLC
Massachusetts
$1.93M 50,182 +13,029 +35%
BFG
28
Beacon Financial Group
Texas
$1.9M 48,798 -229,291 -82%
MLA
29
My Legacy Advisors
Oregon
$1.78M 46,006 +9,190 +25%
LBC
30
Lowe Brockenbrough & Co
Virginia
$1.66M 43,183 -1,250 -3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.46M 37,900 +32,793 +642%
RA
32
RFG Advisory
Alabama
$1.27M 30,588 -2,234 -7%
MWM
33
Modera Wealth Management
New Jersey
$1.21M 31,491 -1,000 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M 29,174 -30 -0.1%
FTUS
35
Flow Traders U.S.
New York
$1.1M 28,539 +28,539 New
Betterment LLC
36
Betterment LLC
New York
$1.09M 26,700 – –
GRP
37
Global Retirement Partners
California
$1.06M 25,350 -5,500 -18%
GAG
38
GM Advisory Group
New York
$952K 24,788 +122 +0.5%
HA
39
Herold Advisors
New York
$929K 24,210 – –
Stifel Financial
40
Stifel Financial
Missouri
$928K 24,179 +17,313 +252%
KFP
41
KMG Fiduciary Partners
Ohio
$923K 24,048 +573 +2%
T
42
TRUADVICE
Florida
$872K 20,964 -1,004 -5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$781K 20,355 +66 +0.3%
ARC
44
Advisor Resource Council
Texas
$684K 17,828 -1,100 -6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$658K 17,137 – –
CPIG
46
Chicago Partners Investment Group
Illinois
$611K 14,827 +38 +0.3%
LCAM
47
London & Capital Asset Management
United Kingdom
$599K 15,591 +15,591 New
CA
48
CGN Advisors
Kansas
$550K 14,320 -101,960 -88%
SPIA
49
Steward Partners Investment Advisory
New York
$543K 14,149 -353 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$541K 14,087 +3,073 +28%
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