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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$65.6M
2
IA
IFP Advisors
Florida
$5.97M
3
AWM
AE Wealth Management
Kansas
$6.32M
4
VIM
Vista Investment Management
Pennsylvania
$3.01M
5
Morgan Stanley
Morgan Stanley
New York
$42.9M

Top Sellers

1
WA
Win Advisors
Florida
$187K
2
PWS
Private Wealth Strategies
Ohio
$66M
3
IWM
IHT Wealth Management
Illinois
$0
4
BFG
Beacon Financial Group
Texas
$20.3M
5
KAS
Kestra Advisory Services
Texas
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Parsons Capital Management
Rhode Island
$462K – – –
Ameriprise
52
Ameriprise
Minnesota
$457K -$4.74K -98 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$455K -$243K -5,034 -35%
RFA
54
Resurgent Financial Advisors
Georgia
$400K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$393K -$37.5K -778 -9%
MA
56
Mezzasalma Advisors
New Jersey
$351K -$1.5K -31 -0.4%
EGA
57
E&G Advisors
Texas
$332K – – –
AWA
58
Arkadios Wealth Advisors
Georgia
$325K -$83.2K -1,718 -20%
CGPCS
59
Capital Group Private Client Services
California
$304K +$1.02K +21 +0.3%
PA
60
PSI Advisors
Florida
$281K -$2.52K -52 -0.9%
RWB
61
RMR Wealth Builders
New Jersey
$276K +$63.5K +1,311 +30%
WHG
62
Westwood Holdings Group
Texas
$247K – – –
IA
63
IFS Advisors
Kansas
$244K +$9.64K +200 +4%
KPWS
64
Kestra Private Wealth Services
Texas
$238K -$37.2K -768 -14%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$235K -$434 -9 -0.2%
ONB
66
Old National Bancorp
Indiana
$224K – – –
RJA
67
Raymond James & Associates
Florida
$222K -$24.2K -502 -10%
PAS
68
Park Avenue Securities
New York
$208K +$15.3K +316 +8%
MWP
69
Moller Wealth Partners
$203K – – –
US Bancorp
70
US Bancorp
Minnesota
$196K – – –
WA
71
Win Advisors
Florida
$187K -$17.1M -354,384 -99%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$179K +$65.1K +1,348 +57%
GRP
73
Global Retirement Partners
California
$171K +$171K +4,000 New
CFD
74
Creative Financial Designs
Indiana
$137K +$15.5K +321 +13%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$127K +$4.64K +96 +4%
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