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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

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
Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
12
Increased
37
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$11.6M
2
LPL Financial
2
LPL Financial
California
$29.5M
3
IAIM
3
International Assets Investment Management
Florida
$2.47M
4
PAG
4
Private Advisor Group
New Jersey
$40M
5
GWAG
5
Garrett Wealth Advisory Group
Texas
$25M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$0
3
RVPG
3
Relative Value Partners Group
$8.15M
4
IA
4
IFP Advisors
Florida
$1.54M
5
MLA
5
My Legacy Advisors
Oregon
$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KLR Investment Advisors
Rhode Island
$2.44M -$885K -20,238 -27%
RT
27
Rockland Trust
Massachusetts
$2.26M -$909K -20,796 -29%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$2.17M -$81.6K -1,867 -4%
BFG
29
Beacon Financial Group
Texas
$2.1M -$1.32K -30 -0.1%
LBC
30
Lowe Brockenbrough & Co
Virginia
$1.89M – – –
MSAM
31
Moloney Securities Asset Management
Missouri
$1.75M -$147K -3,364 -8%
IA
32
IFP Advisors
Florida
$1.54M -$1.84M -21,701 -55%
MWM
33
Modera Wealth Management
New Jersey
$1.38M – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$22.1K +505 +2%
Betterment LLC
35
Betterment LLC
New York
$1.31M +$39.5K +904 +3%
RA
36
RFG Advisory
Alabama
$1.15M -$10.7K -244 -0.9%
KFP
37
KMG Fiduciary Partners
Ohio
$1.08M +$15.9K +363 +1%
GAG
38
GM Advisory Group
New York
$1.07M +$25.8K +589 +2%
T
39
TRUADVICE
Florida
$925K +$25.6K +576 +3%
HA
40
Herold Advisors
New York
$920K -$43.7K -1,000 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$869K +$2.36K +54 +0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$715K +$88.3K +2,022 +14%
EP
43
Essential Planning
New Hampshire
$706K -$334K -7,635 -32%
CPIG
44
Chicago Partners Investment Group
Illinois
$657K +$1.37K +31 +0.2%
SPIA
45
Steward Partners Investment Advisory
New York
$616K – – –
ARC
46
Advisor Resource Council
Texas
$594K -$139K -3,170 -19%
RJA
47
Raymond James & Associates
Florida
$588K +$122K +2,798 +26%
Goldman Sachs
48
Goldman Sachs
New York
$581K – – –
RFN
49
Redwood Financial Network
Ohio
$574K +$87 +2 +0%
PVI
50
Pine Valley Investments
New Jersey
$560K +$560K +12,833 New
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