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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$124M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.24M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.78M
4
LPL Financial
4
LPL Financial
California
$34.6M
5
PAG
5
Private Advisor Group
New Jersey
$43.3M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$56.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
T
4
TRUADVICE
Florida
$0
5
RVPG
5
Relative Value Partners Group
$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.77M -$13.3K -291 -0.5%
KIA
27
KLR Investment Advisors
Rhode Island
$2.43M -$58.5K -1,338 -2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$2.36M +$749K +16,361 +46%
RT
29
Rockland Trust
Massachusetts
$2.31M -$5.81K -127 -0.3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$2.24M +49,067 New
BFG
31
Beacon Financial Group
Texas
$2.12M -$170K -3,561 -7%
LBC
32
Lowe Brockenbrough & Co
Virginia
$2.09M +$50.3K +1,100 +2%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.88M +$347K +7,580 +23%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.78M +$1.57M +34,388 +771%
MWM
35
Modera Wealth Management
New Jersey
$1.61M -$87.4K -1,911 -5%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.39M +$68K +1,487 +5%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$29.6K -646 -2%
Betterment LLC
38
Betterment LLC
New York
$1.28M +$11.8K +257 +0.9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.16M +$371K +8,103 +47%
RA
40
RFG Advisory
Alabama
$1.16M -$16.1K -352 -1%
KFP
41
KMG Fiduciary Partners
Ohio
$1.14M +$4.99K +109 +0.4%
GAG
42
GM Advisory Group
New York
$1.13M +$412 +9 +0%
CAN
43
Cetera Advisor Networks
California
$1.11M +$838K +18,324 +304%
HA
44
Herold Advisors
New York
$963K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$925K +$1.33K +29 +0.1%
CPIG
46
Chicago Partners Investment Group
Illinois
$835K +$165K +3,674 +25%
IA
47
IFP Advisors
Florida
$812K -$13.7K -300 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$803K -$284K -6,202 -26%
PVI
49
Pine Valley Investments
New Jersey
$677K +$118K +2,582 +21%
EP
50
Essential Planning
New Hampshire
$651K -$72.8K -1,592 -10%
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