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WisdomTree US LargeCap Fund

100 hedge funds and large institutions have $318M invested in WisdomTree US LargeCap Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
38
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
51
CoreCap Advisors
Michigan
$506K 13,184 -640 -5%
RFN
52
Redwood Financial Network
Ohio
$504K 13,121 +3 +0%
AW
53
ACG Wealth
Georgia
$472K 12,290 +763 +7%
TRCT
54
Tower Research Capital (TRC)
New York
$465K 12,110 +8,366 +223%
IFWM
55
Institute for Wealth Management
Colorado
$459K 11,962 +104 +0.9%
MPW
56
Melone Private Wealth
Michigan
$441K 10,993 +25 +0.2%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$395K 10,296
PCM
58
Parsons Capital Management
Rhode Island
$382K 9,945 +400 +4%
RJA
59
Raymond James & Associates
Florida
$334K 8,690 +8,690 New
BFG
60
Berger Financial Group
Minnesota
$322K 8,384
MA
61
Mezzasalma Advisors
New Jersey
$278K 7,250
Ameriprise
62
Ameriprise
Minnesota
$266K 6,920 +1,305 +23%
EGA
63
E&G Advisors
Texas
$264K 6,870 -5 -0.1%
PAS
64
Park Avenue Securities
New York
$259K 6,734 +647 +11%
OFS
65
OneAscent Financial Services
Alabama
$251K 6,540 +560 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$251K 6,560 +1,126 +21%
ICM
67
Intrepid Capital Management
Florida
$248K 6,450
CGPCS
68
Capital Group Private Client Services
California
$242K 6,303 +30 +0.5%
IA
69
IFG Advisory
Georgia
$222K 5,784 +5,784 New
IA
70
IFS Advisors
Kansas
$194K 5,063
PTC
71
Private Trust Company
Ohio
$181K 4,717
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$148K 3,859 +9 +0.2%
US Bancorp
73
US Bancorp
Minnesota
$144K 3,750 -295 -7%
UB
74
UMB Bank
Missouri
$135K 3,517 +3,517 New
WFA
75
Wipfli Financial Advisors
Wisconsin
$123K 3,191 +3,191 New