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WisdomTree US LargeCap Fund

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$617K +$560K +12,250 +983%
RJA
52
Raymond James & Associates
Florida
$616K -$7.87K -172 -1%
SPIA
53
Steward Partners Investment Advisory
New York
$608K -$36.6K -800 -6%
RG
54
Rathbones Group
United Kingdom
$597K +$597K +13,050 New
Stifel Financial
55
Stifel Financial
Missouri
$594K +$29.5K +644 +5%
RFN
56
Redwood Financial Network
Ohio
$567K -$23.6K -516 -4%
Goldman Sachs
57
Goldman Sachs
New York
$564K +$564K +12,336 New
CA
58
CoreCap Advisors
Michigan
$531K -$5.95K -130 -1%
IFWM
59
Institute for Wealth Management
Colorado
$531K
S
60
Syntrinsic
Colorado
$516K +$516K +11,269 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$506K -$18.7K -410 -4%
MPW
62
Melone Private Wealth
Michigan
$501K +$1.14K +25 +0.2%
Citadel Advisors
63
Citadel Advisors
Florida
$500K -$1.32M -28,849 -73%
ARC
64
Advisor Resource Council
Texas
$476K +$7K +153 +1%
MLA
65
My Legacy Advisors
Oregon
$461K -$12.9K -283 -3%
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$459K
FCM
67
Family Capital Management
Michigan
$458K
PCM
68
Parsons Capital Management
Rhode Island
$457K +$19K +415 +4%
Ameriprise
69
Ameriprise
Minnesota
$454K +$69.5K +1,520 +18%
NS
70
NBC Securities
Alabama
$429K +$429K +9,380 New
BFG
71
Berger Financial Group
Minnesota
$384K
BFG
72
Bouchey Financial Group
New York
$358K +$358K +7,815 New
CA
73
CGN Advisors
Kansas
$321K -$38.6K -843 -11%
EGA
74
E&G Advisors
Texas
$315K
MML Investors Services
75
MML Investors Services
Massachusetts
$314K +$114K +2,490 +57%