EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$37.6M
2
UBS Group
2
UBS Group
Switzerland
$6.73M
3
CA
3
Cetera Advisors
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
AWM
5
AE Wealth Management
Kansas
$7.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
BFG
2
Beacon Financial Group
Texas
$11.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
RFA
4
Resurgent Financial Advisors
Georgia
$0
5
Creative Planning
5
Creative Planning
Kansas
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$420K 10,296 – –
PCM
52
Parsons Capital Management
Rhode Island
$389K 9,545 – –
BFG
53
Berger Financial Group
Minnesota
$342K 8,384 -2,117 -20%
MA
54
Mezzasalma Advisors
New Jersey
$296K 7,250 – –
Stifel Financial
55
Stifel Financial
Missouri
$280K 6,866 -11,731 -63%
EGA
56
E&G Advisors
Texas
$280K 6,875 – –
ICM
57
Intrepid Capital Management
Florida
$263K 6,450 +6,450 New
SCFS
58
S.C. Financial Services
Arizona
$261K 6,392 +6,392 New
CGPCS
59
Capital Group Private Client Services
California
$256K 6,273 -14 -0.2%
PAS
60
Park Avenue Securities
New York
$248K 6,087 +1,790 +42%
OFS
61
OneAscent Financial Services
Alabama
$244K 5,980 +5,980 New
AWA
62
Arkadios Wealth Advisors
Georgia
$231K 5,666 -1,049 -16%
Ameriprise
63
Ameriprise
Minnesota
$229K 5,615 -3,826 -41%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$221K 5,422 -3,996 -42%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$221K 5,434 +556 +11%
WHG
66
Westwood Holdings Group
Texas
$209K 5,113 – –
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$208K 5,107 +5,107 New
IA
68
IFS Advisors
Kansas
$206K 5,063 – –
RWB
69
RMR Wealth Builders
New Jersey
$201K 4,929 -769 -13%
PTC
70
Private Trust Company
Ohio
$192K 4,717 +4,717 New
US Bancorp
71
US Bancorp
Minnesota
$165K 4,045 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$157K 3,850 +146 +4%
TRCT
73
Tower Research Capital (TRC)
New York
$152K 3,744 +3,744 New
MA
74
MUFG Americas
New York
$128K 3,141 +3,141 New
CFD
75
Creative Financial Designs
Indiana
$115K 2,822 -8 -0.3%
1 2
3
4 5