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WisdomTree US LargeCap Fund

117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
36
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.95M -$188K -3,136 -6%
LBC
27
Lowe Brockenbrough & Co
Virginia
$2.78M
RT
28
Rockland Trust
Massachusetts
$2.57M -$233K -3,883 -8%
BWP
29
Baldwin Wealth Partners
Massachusetts
$2.16M +$2.16M +35,927 New
MWM
30
Modera Wealth Management
New Jersey
$2.12M
WA
31
Win Advisors
Florida
$1.75M +$1.75M +29,144 New
HI
32
Harbour Investments
Wisconsin
$1.72M +$182K +3,028 +12%
AA
33
Advisory Alpha
Michigan
$1.64M -$94.1K -1,567 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.57M -$4.14K -69 -0.3%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.57M -$9.68K -160 -0.6%
IA
36
Insight Advisors
Pennsylvania
$1.53M -$860K -14,321 -36%
KFP
37
KMG Fiduciary Partners
Ohio
$1.52M +$5.76K +96 +0.4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$22.3K +372 +2%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M -$12.7K -212 -0.9%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.35M +$17.4K +290 +1%
GAG
41
GM Advisory Group
New York
$1.25M -$90.7K -1,510 -7%
GRP
42
Global Retirement Partners
California
$1.16M +$492K +8,196 +74%
PVI
43
Pine Valley Investments
New Jersey
$1.1M +$44.8K +746 +4%
HA
44
Herold Advisors
New York
$1.07M -$196K -3,270 -16%
Osaic Holdings
45
Osaic Holdings
Arizona
$902K -$28.3K -471 -3%
Citigroup
46
Citigroup
New York
$813K +$708K +11,790 +676%
QP
47
Quartz Partners
New York
$792K +$792K +13,194 New
SPIA
48
Steward Partners Investment Advisory
New York
$776K -$18.6K -309 -2%
RJA
49
Raymond James & Associates
Florida
$765K +$55.8K +930 +8%
Stifel Financial
50
Stifel Financial
Missouri
$739K -$1.5K -25 -0.2%