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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
31
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$4.54M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.14M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.86M
5
PWS
5
Private Wealth Strategies
Ohio
$69.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.35M
4
UBS Group
4
UBS Group
Switzerland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KLR Investment Advisors
Rhode Island
$2.66M +$61.2K +1,310 +2%
RT
27
Rockland Trust
Massachusetts
$2.37M -$53.4K -1,143 -2%
BFG
28
Beacon Financial Group
Texas
$2.21M -$832 -18 -0%
LBC
29
Lowe Brockenbrough & Co
Virginia
$2.09M +$70.1K +1,500 +3%
Citadel Advisors
30
Citadel Advisors
Florida
$1.86M +$1.54M +33,066 +493%
MWM
31
Modera Wealth Management
New Jersey
$1.74M +$267K +5,714 +18%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$1.65M -$675K -14,458 -29%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.57M -$303K -6,479 -16%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M -$47.1K -1,008 -3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.35M -$1.58M -33,827 -54%
Betterment LLC
36
Betterment LLC
New York
$1.29M -$115K -2,457 -8%
RA
37
RFG Advisory
Alabama
$1.2M -$30.7K -658 -3%
KFP
38
KMG Fiduciary Partners
Ohio
$1.16M +$11.9K +255 +1%
GAG
39
GM Advisory Group
New York
$1.15M +$420 +9 +0%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.11M +$764K +16,351 +221%
HA
41
Herold Advisors
New York
$983K – – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$943K +$14.2K +305 +2%
T
43
TRUADVICE
Florida
$878K -$109K -2,297 -11%
IA
44
IFP Advisors
Florida
$843K -$1.21K -26 -0.1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$808K +$42.8K +916 +6%
EP
46
Essential Planning
New Hampshire
$739K -$15.2K -326 -2%
CPIG
47
Chicago Partners Investment Group
Illinois
$714K +$335 +7 +0%
SPIA
48
Steward Partners Investment Advisory
New York
$659K – – –
RJA
49
Raymond James & Associates
Florida
$637K +$8.46K +181 +1%
RFN
50
Redwood Financial Network
Ohio
$603K -$10K -214 -2%
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