EPS icon

WisdomTree US LargeCap Fund

117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
36
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EP
51
Essential Planning
New Hampshire
$718K 11,952 -656 -5%
RG
52
Rathbones Group
United Kingdom
$648K 10,790 -95 -0.9%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$636K 10,587 -6,140 -37%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$631K 10,587 +12 +0.1%
PCM
55
Parsons Capital Management
Rhode Island
$625K 10,415
FCM
56
Family Capital Management
Michigan
$600K 10,000
Fidelity Investments
57
Fidelity Investments
Massachusetts
$597K 9,951 +173 +2%
Ameriprise
58
Ameriprise
Minnesota
$597K 9,936 +694 +8%
IFWM
59
Institute for Wealth Management
Colorado
$595K 9,910 -668 -6%
ARC
60
Advisor Resource Council
Texas
$567K 9,445 +9,445 New
MPW
61
Melone Private Wealth
Michigan
$553K 9,211 -42 -0.5%
AI
62
Atria Investments
North Carolina
$525K 8,749 +1,985 +29%
CWM
63
Cornerstone Wealth Management
Missouri
$519K 8,644 +12 +0.1%
BFG
64
Berger Financial Group
Minnesota
$490K 8,161
BFG
65
Bouchey Financial Group
New York
$469K 7,815
JCIA
66
Jackson Creek Investment Advisors
Colorado
$437K 7,273 +7,273 New
Jones Financial Companies
67
Jones Financial Companies
Missouri
$437K 7,313 +3,711 +103%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$433K 7,207 +184 +3%
RFN
69
Redwood Financial Network
Ohio
$432K 7,191 -411 -5%
EGA
70
E&G Advisors
Texas
$422K 7,030 +10 +0.1%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$419K 6,986 -500 -7%
BFA
72
Beacon Financial Advisory
Ohio
$416K 6,925 +1,917 +38%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$405K 6,752 -356 -5%
VCP
74
Verus Capital Partners
Arizona
$400K 6,670 +556 +9%
CA
75
CoreCap Advisors
Michigan
$397K 6,619 -39 -0.6%