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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $731M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
49
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$9.22M
2
FT
Fiduciary Trust
Massachusetts
+$9.14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.92M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.72M
5
Bank of America
Bank of America
North Carolina
+$4.62M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43.3M
2
Lido Advisors
Lido Advisors
California
-$20.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
5
AI
Atria Investments
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.69M +$2.33M +39,373 +172%
Citadel Advisors
27
Citadel Advisors
Florida
$3.51M +$551K +9,291 +19%
PCIA
28
Prime Capital Investment Advisors
Kansas
$3.48M -$202K -3,413 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.1M +$2.87M +48,420 +1,269%
Betterment LLC
30
Betterment LLC
New York
$3.03M +$132K +2,220 +5%
LBC
31
Lowe Brockenbrough & Co
Virginia
$2.74M – – –
BFG
32
Beacon Financial Group
Texas
$2.73M -$186K -3,140 -6%
CIA
33
Concurrent Investment Advisors
Florida
$2.65M +$2.26M +38,190 +580%
AIA
34
AssuredPartners Investment Advisors
Florida
$2.62M -$12.6K -213 -0.5%
HI
35
Harbour Investments
Wisconsin
$2.5M +$522K +8,813 +26%
RT
36
Rockland Trust
Massachusetts
$2.28M -$229K -3,865 -9%
MWM
37
Modera Wealth Management
New Jersey
$2.09M -$5.93K -100 -0.3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.97M +$1.97M +33,184 New
Raymond James Financial
39
Raymond James Financial
Florida
$1.75M -$382K -6,447 -18%
PCA
40
Prosperity Capital Advisors
Ohio
$1.7M +$1.7M +28,639 New
Goldman Sachs
41
Goldman Sachs
New York
$1.6M -$371K -6,256 -19%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.56M +$10.8K +183 +0.7%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.54M +$10.6K +181 +0.7%
KFP
44
KMG Fiduciary Partners
Ohio
$1.53M +$11.1K +187 +0.7%
AA
45
Advisory Alpha
Michigan
$1.45M -$30.6K -517 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$10.1K -170 -0.7%
BFA
47
Beacon Financial Advisory
Ohio
$1.41M +$824K +13,894 +141%
GAG
48
GM Advisory Group
New York
$1.24M +$356 +6 +0%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.23M +$772K +13,022 +167%
MW
50
Maia Wealth
Colorado
$1.22M +$809K +14,294 +198%
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