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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
$46.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$23.5M
3
CA
Cetera Advisors
Colorado
$20.9M
4
GWAG
Garrett Wealth Advisory Group
Texas
$35.7M
5
LPL Financial
LPL Financial
California
$53.6M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$26.7M
2
Morgan Stanley
Morgan Stanley
New York
$49.9M
3
PWS
Private Wealth Strategies
Ohio
$69.4M
4
SAM
Smartleaf Asset Management
Massachusetts
$14.9K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$3.62M -$88.4K -1,595 -2%
IA
27
Insight Advisors
Pennsylvania
$3.15M -$1.38M -24,862 -30%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.05M -$1.12M -20,229 -27%
BFG
29
Beacon Financial Group
Texas
$2.98M -$151K -2,720 -5%
RT
30
Rockland Trust
Massachusetts
$2.66M -$117K -2,117 -4%
LBC
31
Lowe Brockenbrough & Co
Virginia
$2.58M -$5.54K -100 -0.2%
CAN
32
Cetera Advisor Networks
California
$2.45M +$986K +17,802 +68%
KIA
33
KLR Investment Advisors
Rhode Island
$2.21M -$423K -7,933 -16%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.97M +$1.97M +35,520 New
MWM
35
Modera Wealth Management
New Jersey
$1.96M – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.53M -$747K -13,489 -33%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M -$120K -2,168 -8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.45M +$147K +2,650 +11%
Betterment LLC
39
Betterment LLC
New York
$1.43M -$32.1K -579 -2%
KFP
40
KMG Fiduciary Partners
Ohio
$1.39M +$4.76K +86 +0.3%
HI
41
Harbour Investments
Wisconsin
$1.34M -$186K -3,350 -12%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.26M -$1.01M -18,279 -45%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.26M +$10.7K +193 +0.9%
WA
44
Win Advisors
Florida
$1.25M +$1.25M +22,505 New
GAG
45
GM Advisory Group
New York
$1.22M +$11.1K +200 +0.9%
HA
46
Herold Advisors
New York
$1.17M – – –
CPIG
47
Chicago Partners Investment Group
Illinois
$1.03M +$5.02K +93 +0.5%
PVI
48
Pine Valley Investments
New Jersey
$951K +$44.5K +803 +5%
SPIA
49
Steward Partners Investment Advisory
New York
$730K -$6.37K -115 -0.9%
RG
50
Rathbones Group
United Kingdom
$706K – – –
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