EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
$46.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$23.5M
3
CA
Cetera Advisors
Colorado
$20.9M
4
GWAG
Garrett Wealth Advisory Group
Texas
$35.7M
5
LPL Financial
LPL Financial
California
$53.6M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$26.7M
2
Morgan Stanley
Morgan Stanley
New York
$49.9M
3
PWS
Private Wealth Strategies
Ohio
$69.4M
4
SAM
Smartleaf Asset Management
Massachusetts
$14.9K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
51
Essential Planning
New Hampshire
$698K – – –
RJA
52
Raymond James & Associates
Florida
$690K -$35.6K -642 -5%
Stifel Financial
53
Stifel Financial
Missouri
$679K -$8.59K -155 -1%
IFWM
54
Institute for Wealth Management
Colorado
$592K -$9.42K -170 -2%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$585K -$34.3K -620 -6%
PCM
56
Parsons Capital Management
Rhode Island
$580K +$24.7K +445 +4%
FCM
57
Family Capital Management
Michigan
$554K – – –
RFG
58
REAP Financial Group
Texas
$515K -$178K -3,205 -26%
MPW
59
Melone Private Wealth
Michigan
$511K -$46.6K -841 -8%
Ameriprise
60
Ameriprise
Minnesota
$508K -$83.9K -1,514 -14%
ARC
61
Advisor Resource Council
Texas
$488K +$488K +9,736 New
CWM
62
Cornerstone Wealth Management
Missouri
$477K +$720 +13 +0.2%
BFG
63
Berger Financial Group
Minnesota
$452K – – –
RFN
64
Redwood Financial Network
Ohio
$439K -$188K -3,385 -30%
CA
65
CoreCap Advisors
Michigan
$436K -$198K -3,581 -31%
BFG
66
Bouchey Financial Group
New York
$433K – – –
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$415K -$11.1K -200 -3%
EGA
68
E&G Advisors
Texas
$385K +$3.05K +55 +0.8%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$380K +$1.61K +29 +0.4%
SRA
70
Secured Retirement Advisors
Minnesota
$366K – – –
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$357K -$20.2K -365 -5%
CGPCS
72
Capital Group Private Client Services
California
$350K -$665 -12 -0.2%
MML Investors Services
73
MML Investors Services
Massachusetts
$300K -$75.1K -1,356 -20%
VCP
74
Verus Capital Partners
Arizona
$296K +$13.7K +247 +5%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$296K +$332 +6 +0.1%
1 2
3
4 5