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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

108 hedge funds and large institutions have $584M invested in WisdomTree US LargeCap Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
39
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$96.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.9M
3
LPL Financial
3
LPL Financial
California
$58.4M
4
PAG
4
Private Advisor Group
New Jersey
$58.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.37M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$14.9M
2
RVPG
2
Relative Value Partners Group
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$881K
4
AA
4
Advisory Alpha
Michigan
$1.64M
5
KAS
5
Kestra Advisory Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
26
Lowe Brockenbrough & Co
Virginia
$2.63M -$14.2K -250 -0.5%
IA
27
Insight Advisors
Pennsylvania
$2.26M -$971K -17,075 -30%
MWM
28
Modera Wealth Management
New Jersey
$2.01M – – –
AA
29
Advisory Alpha
Michigan
$1.64M -$3.21M -56,470 -66%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.49M +$6.48K +114 +0.4%
CPIG
31
Chicago Partners Investment Group
Illinois
$1.49M +$397K +6,940 +36%
Betterment LLC
32
Betterment LLC
New York
$1.49M +$25.6K +450 +2%
HI
33
Harbour Investments
Wisconsin
$1.46M +$79.1K +1,391 +6%
KFP
34
KMG Fiduciary Partners
Ohio
$1.44M +$5.29K +93 +0.4%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.39M -$181K -3,183 -12%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M -$119K -2,085 -8%
GAG
37
GM Advisory Group
New York
$1.27M +$10.7K +188 +0.9%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.26M -$34.8K -612 -3%
HA
39
Herold Advisors
New York
$1.2M – – –
PVI
40
Pine Valley Investments
New Jersey
$1M +$26.8K +471 +3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$951K -$343K -6,025 -26%
Osaic Holdings
42
Osaic Holdings
Arizona
$881K -$3.57M -62,744 -80%
SPIA
43
Steward Partners Investment Advisory
New York
$753K +$3.19K +56 +0.4%
EP
44
Essential Planning
New Hampshire
$717K -$75.4K -1,326 -10%
Stifel Financial
45
Stifel Financial
Missouri
$701K +$3.81K +67 +0.5%
RJA
46
Raymond James & Associates
Florida
$672K -$37.4K -657 -5%
GRP
47
Global Retirement Partners
California
$634K +$427K +7,500 +205%
RG
48
Rathbones Group
United Kingdom
$619K -$105K -1,850 -15%
IFWM
49
Institute for Wealth Management
Colorado
$602K -$5.69K -100 -0.9%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$602K +$683 +12 +0.1%
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