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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

103 hedge funds and large institutions have $389M invested in WisdomTree US LargeCap Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
12
Increased
37
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$11.6M
2
LPL Financial
2
LPL Financial
California
$29.5M
3
IAIM
3
International Assets Investment Management
Florida
$2.47M
4
PAG
4
Private Advisor Group
New Jersey
$40M
5
GWAG
5
Garrett Wealth Advisory Group
Texas
$25M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$0
3
RVPG
3
Relative Value Partners Group
$8.15M
4
IA
4
IFP Advisors
Florida
$1.54M
5
MLA
5
My Legacy Advisors
Oregon
$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$555K -$25K -571 -4%
IFWM
52
Institute for Wealth Management
Colorado
$525K +$1.53K +35 +0.3%
Stifel Financial
53
Stifel Financial
Missouri
$519K -$284K -6,500 -35%
MPW
54
Melone Private Wealth
Michigan
$478K -$2.8K -64 -0.6%
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$450K – – –
FCM
56
Family Capital Management
Michigan
$437K – – –
PCM
57
Parsons Capital Management
Rhode Island
$428K +$1.97K +45 +0.5%
MLA
58
My Legacy Advisors
Oregon
$409K -$1.45M -32,916 -78%
GRP
59
Global Retirement Partners
California
$380K +$104K +2,400 +38%
BFG
60
Berger Financial Group
Minnesota
$367K – – –
Ameriprise
61
Ameriprise
Minnesota
$346K +$50.7K +1,159 +17%
CA
62
CGN Advisors
Kansas
$346K -$25.5K -583 -7%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$334K +$1.57K +36 +0.5%
AA
64
Advisory Alpha
Michigan
$324K +$324K +7,421 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$324K -$810K -18,538 -71%
CAN
66
Cetera Advisor Networks
California
$302K -$158K -3,622 -34%
EGA
67
E&G Advisors
Texas
$300K – – –
AWM
68
Avior Wealth Management
Nebraska
$297K +$297K +6,782 New
Citadel Advisors
69
Citadel Advisors
Florida
$293K -$564K -12,902 -66%
MA
70
Mezzasalma Advisors
New Jersey
$286K – – –
CGPCS
71
Capital Group Private Client Services
California
$278K +$743 +17 +0.3%
IA
72
IFG Advisory
Georgia
$250K +$1.22K +28 +0.5%
AWA
73
Arkadios Wealth Advisors
Georgia
$236K +$10.5K +241 +5%
TRCT
74
Tower Research Capital (TRC)
New York
$235K +$235K +5,366 New
CWM
75
Cornerstone Wealth Management
Missouri
$229K +$229K +5,249 New
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