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WisdomTree US LargeCap Fund

143 hedge funds and large institutions have $778M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
36
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFP
51
Defined Financial Planning
California
$1.05M +$1.05M +17,220 New
IA
52
Insight Advisors
Pennsylvania
$997K -$567K -9,236 -36%
Osaic Holdings
53
Osaic Holdings
Arizona
$997K +$77.3K +1,264 +8%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$875K +$266K +4,345 +44%
Citigroup
55
Citigroup
New York
$831K +$2.63K +43 +0.3%
QP
56
Quartz Partners
New York
$802K -$5.02K -82 -0.6%
SPIA
57
Steward Partners Investment Advisory
New York
$791K
PIA
58
Perennial Investment Advisors
California
$765K +$765K +12,498 New
Stifel Financial
59
Stifel Financial
Missouri
$748K -$4.83K -79 -0.6%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$694K +$253K +4,143 +57%
RG
61
Rathbones Group
United Kingdom
$660K
PCM
62
Parsons Capital Management
Rhode Island
$619K -$18K -295 -3%
FCM
63
Family Capital Management
Michigan
$612K
IFWM
64
Institute for Wealth Management
Colorado
$606K
BFA
65
Beacon Financial Advisory
Ohio
$603K +$179K +2,929 +42%
Ameriprise
66
Ameriprise
Minnesota
$573K -$35.2K -576 -6%
MPW
67
Melone Private Wealth
Michigan
$561K -$2.57K -42 -0.5%
JCIA
68
Jackson Creek Investment Advisors
Colorado
$540K +$95K +1,552 +21%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$539K +$539K +8,816 New
Jones Financial Companies
70
Jones Financial Companies
Missouri
$524K +$76.2K +1,246 +17%
CWM
71
Cornerstone Wealth Management
Missouri
$519K -$9.85K -161 -2%
BFG
72
Berger Financial Group
Minnesota
$499K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$489K +$76.2K +1,246 +18%
BFG
74
Bouchey Financial Group
New York
$478K
IWC
75
Integrated Wealth Concepts
Massachusetts
$477K +$147K +2,399 +44%