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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

101 hedge funds and large institutions have $334M invested in WisdomTree US LargeCap Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.8M
2
KAS
Kestra Advisory Services
Texas
$9.01M
3
RT
Rockland Trust
Massachusetts
$3.02M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.9M
5
PWS
Private Wealth Strategies
Ohio
$61.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.03M
2
IA
IFP Advisors
Florida
$3.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.08M
4
UBS Group
UBS Group
Switzerland
$3.34M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$2.9M +$2.9M +69,696 New
IA
27
Insight Advisors
Pennsylvania
$2.63M -$1.06M -25,614 -29%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.46M +$1.75M +42,077 +246%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$2.14M +$568K +13,655 +36%
BFG
30
Beacon Financial Group
Texas
$1.99M -$37.2K -895 -2%
MLA
31
My Legacy Advisors
Oregon
$1.89M -$170K -3,787 -8%
MSAM
32
Moloney Securities Asset Management
Missouri
$1.8M -$303K -7,290 -14%
LBC
33
Lowe Brockenbrough & Co
Virginia
$1.8M – – –
MWM
34
Modera Wealth Management
New Jersey
$1.31M – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$66.2K +1,591 +5%
Betterment LLC
36
Betterment LLC
New York
$1.21M +$102K +2,456 +9%
RA
37
RFG Advisory
Alabama
$1.19M -$181K -4,048 -13%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.08M -$1.81M -43,585 -63%
KFP
39
KMG Fiduciary Partners
Ohio
$1.01M +$7.65K +184 +0.8%
GAG
40
GM Advisory Group
New York
$997K -$33.4K -803 -3%
HA
41
Herold Advisors
New York
$917K -$89.8K -2,160 -9%
EP
42
Essential Planning
New Hampshire
$908K +$908K +23,777 New
T
43
TRUADVICE
Florida
$873K -$32.7K -757 -4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$825K -$21.7K -523 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$815K +$815K +19,609 New
Stifel Financial
46
Stifel Financial
Missouri
$764K -$242K -5,816 -24%
ARC
47
Advisor Resource Council
Texas
$693K -$48.4K -1,165 -7%
CPIG
48
Chicago Partners Investment Group
Illinois
$670K +$1.31K +29 +0.2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$597K +$10.7K +258 +2%
SPIA
50
Steward Partners Investment Advisory
New York
$586K -$2.08K -50 -0.4%
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