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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

143 hedge funds and large institutions have $778M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
36
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$76.1M
2
EP
Essential Planning
New Hampshire
$45.8M
3
FT
Fiduciary Trust
Massachusetts
$138M
4
GWAG
Garrett Wealth Advisory Group
Texas
$45.5M
5
Citadel Advisors
Citadel Advisors
Florida
$3.06M

Top Sellers

1
WWM
Western Wealth Management
Colorado
$0
2
BWP
Baldwin Wealth Partners
Massachusetts
$261K
3
WA
Win Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.4M
5
Morgan Stanley
Morgan Stanley
New York
$59.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$3.8M -$112K -1,836 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$3.06M +$3.06M +49,977 New
BFG
28
Beacon Financial Group
Texas
$3.01M -$151K -2,470 -5%
Betterment LLC
29
Betterment LLC
New York
$2.99M -$289K -4,724 -9%
LBC
30
Lowe Brockenbrough & Co
Virginia
$2.83M – – –
AIA
31
AssuredPartners Investment Advisors
Florida
$2.72M +$2.72M +44,460 New
RT
32
Rockland Trust
Massachusetts
$2.58M -$32.2K -527 -1%
TRCT
33
Tower Research Capital (TRC)
New York
$2.49M +$2.49M +40,779 New
Raymond James Financial
34
Raymond James Financial
Florida
$2.2M +$2.2M +35,897 New
MWM
35
Modera Wealth Management
New Jersey
$2.16M – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$2.07M +$2.07M +33,800 New
HI
37
Harbour Investments
Wisconsin
$2.04M +$292K +4,773 +17%
Goldman Sachs
38
Goldman Sachs
New York
$2.04M +$2.04M +33,264 New
CPIG
39
Chicago Partners Investment Group
Illinois
$1.6M +$3.95K +64 +0.2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.6M -$1.96K -32 -0.1%
KFP
41
KMG Fiduciary Partners
Ohio
$1.57M +$16.1K +263 +1%
AI
42
Atria Investments
North Carolina
$1.54M +$1M +16,418 +188%
AA
43
Advisory Alpha
Michigan
$1.52M -$144K -2,346 -9%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.48M -$37.7K -617 -2%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M -$72.6K -1,186 -5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.4M -$1.61M -26,250 -53%
GAG
47
GM Advisory Group
New York
$1.28M +$5.45K +89 +0.4%
PVI
48
Pine Valley Investments
New Jersey
$1.11M -$17.3K -283 -2%
GRP
49
Global Retirement Partners
California
$1.08M -$103K -1,676 -9%
HA
50
Herold Advisors
New York
$1.06M -$24.5K -400 -2%
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