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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$5.05M +$3.32M +51,841 +192%
MSAM
27
Moloney Securities Asset Management
Missouri
$4.74M +$327K +5,110 +7%
NC
28
NewSquare Capital
Pennsylvania
$4.48M +$298K +4,649 +7%
PCIA
29
Prime Capital Investment Advisors
Kansas
$3.58M -$177K -2,767 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$3.48M +$3.48M +54,400 New
Betterment LLC
31
Betterment LLC
New York
$3.38M +$104K +1,632 +3%
HI
32
Harbour Investments
Wisconsin
$3.07M +$367K +5,731 +14%
LBC
33
Lowe Brockenbrough & Co
Virginia
$2.96M – – –
BFG
34
Beacon Financial Group
Texas
$2.94M -$2.3K -36 -0.1%
AIA
35
AssuredPartners Investment Advisors
Florida
$2.78M -$56.9K -889 -2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.7M +$578K +9,028 +27%
MW
37
Maia Wealth
Colorado
$2.68M +$1.31M +20,420 +95%
CIA
38
Concurrent Investment Advisors
Florida
$2.41M -$456K -7,131 -16%
RT
39
Rockland Trust
Massachusetts
$2.39M -$62.5K -977 -3%
MWM
40
Modera Wealth Management
New Jersey
$2.25M -$6.4K -100 -0.3%
Raymond James Financial
41
Raymond James Financial
Florida
$2.19M +$304K +4,745 +16%
Citadel Advisors
42
Citadel Advisors
Florida
$1.92M -$1.88M -29,313 -49%
WIM
43
WealthPlan Investment Management
Nebraska
$1.83M +$1.83M +28,537 New
PCA
44
Prosperity Capital Advisors
Ohio
$1.79M -$39.6K -619 -2%
KFP
45
KMG Fiduciary Partners
Ohio
$1.74M +$86.3K +1,349 +5%
CPIG
46
Chicago Partners Investment Group
Illinois
$1.73M +$3.62K +55 +0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.68M -$11.3K -177 -0.7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$38.1K +587 +2%
AA
49
Advisory Alpha
Michigan
$1.55M -$8.39K -131 -0.5%
Citigroup
50
Citigroup
New York
$1.46M +$632K +9,877 +76%
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