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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

101 hedge funds and large institutions have $334M invested in WisdomTree US LargeCap Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.8M
2
KAS
Kestra Advisory Services
Texas
$9.01M
3
RT
Rockland Trust
Massachusetts
$3.02M
4
PCIA
Prime Capital Investment Advisors
Kansas
$2.9M
5
PWS
Private Wealth Strategies
Ohio
$61.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.03M
2
IA
IFP Advisors
Florida
$3.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.08M
4
UBS Group
UBS Group
Switzerland
$3.34M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$553K +$553K +13,299 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$552K +$552K +13,272 New
RFN
53
Redwood Financial Network
Ohio
$546K +$125 +3 +0%
CA
54
CoreCap Advisors
Michigan
$517K -$31.5K -757 -6%
IFWM
55
Institute for Wealth Management
Colorado
$497K – – –
MPW
56
Melone Private Wealth
Michigan
$457K – – –
RJA
57
Raymond James & Associates
Florida
$443K +$81.5K +1,959 +23%
CAN
58
Cetera Advisor Networks
California
$438K +$438K +10,536 New
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$428K – – –
FCM
60
Family Capital Management
Michigan
$416K +$416K +10,000 New
PCM
61
Parsons Capital Management
Rhode Island
$405K -$8.19K -197 -2%
CA
62
CGN Advisors
Kansas
$353K -$242K -5,832 -41%
BFG
63
Berger Financial Group
Minnesota
$349K – – –
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$316K +$316K +7,606 New
PAS
65
Park Avenue Securities
New York
$286K +$6.19K +149 +2%
EGA
66
E&G Advisors
Texas
$286K – – –
Ameriprise
67
Ameriprise
Minnesota
$281K -$6.52K -157 -2%
MA
68
Mezzasalma Advisors
New Jersey
$272K -$29.1K -699 -10%
ICM
69
Intrepid Capital Management
Florida
$268K – – –
GRP
70
Global Retirement Partners
California
$264K -$790K -19,000 -75%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$264K -$8.35K -201 -3%
CGPCS
72
Capital Group Private Client Services
California
$264K +$1.46K +35 +0.6%
IA
73
IFG Advisory
Georgia
$236K -$3.73K -90 -2%
AWA
74
Arkadios Wealth Advisors
Georgia
$214K +$214K +5,150 New
WHG
75
Westwood Holdings Group
Texas
$213K +$213K +5,113 New
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