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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
31
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$4.54M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.14M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.86M
5
PWS
5
Private Wealth Strategies
Ohio
$69.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.35M
4
UBS Group
4
UBS Group
Switzerland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$576K +$22.3K +477 +4%
PVI
52
Pine Valley Investments
New Jersey
$571K -$28.6K -612 -5%
CA
53
CoreCap Advisors
Michigan
$549K +$549K +11,747 New
IFWM
54
Institute for Wealth Management
Colorado
$542K -$18.7K -400 -3%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$536K -$57.1K -1,223 -10%
MPW
56
Melone Private Wealth
Michigan
$510K – – –
MLA
57
My Legacy Advisors
Oregon
$493K +$50.7K +1,067 +11%
ARC
58
Advisor Resource Council
Texas
$479K -$152K -3,245 -24%
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$469K -$12.2K -261 -3%
FCM
60
Family Capital Management
Michigan
$467K – – –
PCM
61
Parsons Capital Management
Rhode Island
$447K -$10.3K -220 -2%
GRP
62
Global Retirement Partners
California
$409K – – –
Ameriprise
63
Ameriprise
Minnesota
$393K +$22.8K +489 +6%
BFG
64
Berger Financial Group
Minnesota
$392K – – –
CA
65
CGN Advisors
Kansas
$367K -$2.52K -54 -0.7%
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$325K -$32.1K -688 -9%
EGA
67
E&G Advisors
Texas
$321K +$467 +10 +0.1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$310K +$12K +256 +4%
CGPCS
69
Capital Group Private Client Services
California
$297K +$187 +4 +0.1%
MA
70
Mezzasalma Advisors
New Jersey
$295K -$11.4K -243 -4%
CAN
71
Cetera Advisor Networks
California
$281K -$41.7K -893 -13%
WHG
72
Westwood Holdings Group
Texas
$239K – – –
IA
73
IFS Advisors
Kansas
$236K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$230K -$1.64K -35 -0.7%
ONB
75
Old National Bancorp
Indiana
$216K – – –
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3
4 5