WisdomTree US LargeCap Fund
103 hedge funds and large institutions have $389M invested in WisdomTree US LargeCap Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
0.26% more ownership
Funds ownership: 58.9% → 59.15% (+0.26%)
Holders
103
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$11.6M | |
| 2 | +$8.06M | |
| 3 | +$2.47M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.13M |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$365K |
Top Sellers
| 1 | -$3.83M | |
| 2 | -$2.9M | |
| 3 | -$2.08M | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.84M |
| 5 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$1.45M |