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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

108 hedge funds and large institutions have $584M invested in WisdomTree US LargeCap Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
39
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$96.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.9M
3
LPL Financial
3
LPL Financial
California
$58.4M
4
PAG
4
Private Advisor Group
New Jersey
$58.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.37M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$14.9M
2
RVPG
2
Relative Value Partners Group
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$881K
4
AA
4
Advisory Alpha
Michigan
$1.64M
5
KAS
5
Kestra Advisory Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Parsons Capital Management
Rhode Island
$592K 10,415 -63 -0.6%
FCM
52
Family Capital Management
Michigan
$569K 10,000 – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$556K 9,778 +4,437 +83%
MPW
54
Melone Private Wealth
Michigan
$526K 9,253 +23 +0.2%
Ameriprise
55
Ameriprise
Minnesota
$526K 9,242 +66 +0.7%
CWM
56
Cornerstone Wealth Management
Missouri
$491K 8,632 +14 +0.2%
BFG
57
Berger Financial Group
Minnesota
$464K 8,161 – –
BFG
58
Bouchey Financial Group
New York
$444K 7,815 – –
RFN
59
Redwood Financial Network
Ohio
$432K 7,602 -319 -4%
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$426K 7,486 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$404K 7,108 +251 +4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$400K 7,023 +1,927 +38%
EGA
63
E&G Advisors
Texas
$399K 7,020 +75 +1%
I
64
INVST
Indiana
$389K 6,834 +6,834 New
AI
65
Atria Investments
North Carolina
$385K 6,764 +6,764 New
CA
66
CoreCap Advisors
Michigan
$379K 6,658 -1,220 -15%
CGPCS
67
Capital Group Private Client Services
California
$361K 6,355 +32 +0.5%
SRA
68
Secured Retirement Advisors
Minnesota
$361K 6,355 -251 -4%
RFG
69
REAP Financial Group
Texas
$360K 6,328 -2,968 -32%
VCP
70
Verus Capital Partners
Arizona
$348K 6,114 +765 +14%
IA
71
IFG Advisory
Georgia
$331K 5,811 +5,811 New
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$329K 5,783 -669 -10%
MML Investors Services
73
MML Investors Services
Massachusetts
$307K 5,396 -24 -0.4%
WHG
74
Westwood Holdings Group
Texas
$291K 5,113 – –
IA
75
IFS Advisors
Kansas
$288K 5,063 – –
1 2
3
4 5