EPS icon

WisdomTree US LargeCap Fund

110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
51
Rathbones Group
United Kingdom
$638K -$15.8K -315 -2%
NS
52
NBC Securities
Alabama
$632K +$162K +3,245 +35%
RFG
53
REAP Financial Group
Texas
$627K +$627K +12,501 New
Stifel Financial
54
Stifel Financial
Missouri
$622K -$28.6K -571 -4%
CA
55
CoreCap Advisors
Michigan
$574K -$7.92K -158 -1%
RFN
56
Redwood Financial Network
Ohio
$567K -$54.6K -1,090 -9%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$560K +$5.76K +115 +1%
IFWM
58
Institute for Wealth Management
Colorado
$544K -$37.5K -749 -6%
Ameriprise
59
Ameriprise
Minnesota
$536K +$38.1K +759 +8%
FA
60
FSA Advisors
Michigan
$529K +$529K +10,558 New
MPW
61
Melone Private Wealth
Michigan
$505K -$44.3K -883 -8%
PCM
62
Parsons Capital Management
Rhode Island
$503K +$2.26K +45 +0.5%
FCM
63
Family Capital Management
Michigan
$501K
CWM
64
Cornerstone Wealth Management
Missouri
$431K +$431K +8,605 New
BFG
65
Berger Financial Group
Minnesota
$409K -$11.2K -223 -3%
BFG
66
Bouchey Financial Group
New York
$392K
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$385K -$118K -2,349 -23%
AWM
68
AE Wealth Management
Kansas
$381K -$4.76M -92,550 -93%
EGA
69
E&G Advisors
Texas
$345K +$501 +10 +0.1%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$342K +$751 +15 +0.2%
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$342K
MML Investors Services
72
MML Investors Services
Massachusetts
$340K -$4.67K -93 -1%
SRA
73
Secured Retirement Advisors
Minnesota
$331K +$331K +6,606 New
CGPCS
74
Capital Group Private Client Services
California
$317K -$652 -13 -0.2%
MA
75
Mezzasalma Advisors
New Jersey
$314K