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WisdomTree US LargeCap Fund

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

1.5% less ownership

Funds ownership: 70.26%68.76% (-1.5%)

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.44M
2 +$8.97M
3 +$7.12M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.48M
5
Goldman Sachs
Goldman Sachs
New York
+$3.32M

Top Sellers

1 -$26.6M
2 -$10.4M
3 -$3.91M
4
Morgan Stanley
Morgan Stanley
New York
-$3.33M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$1.35M
BFA
52
Beacon Financial Advisory
Ohio
$1.3M
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.28M
GAG
54
GM Advisory Group
New York
$1.11M
HA
55
Herold Advisors
New York
$1.11M
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.01M
EH
58
Equitable Holdings
New York
$917K
AWA
59
Arkadios Wealth Advisors
Georgia
$876K
SPIA
60
Steward Partners Investment Advisory
New York
$801K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$797K
Stifel Financial
62
Stifel Financial
Missouri
$774K
CF
63
Centaurus Financial
California
$740K
SF
64
Seek First
California
$701K
EP
65
Essential Planning
New Hampshire
$699K
RG
66
Rathbones Group
United Kingdom
$691K
OP
67
ORG Partners
Indiana
$686K
Ameriprise
68
Ameriprise
Minnesota
$673K
QP
69
Quartz Partners
New York
$667K
FCM
70
Family Capital Management
Michigan
$640K
IFWM
71
Institute for Wealth Management
Colorado
$634K
PCM
72
Parsons Capital Management
Rhode Island
$604K
AI
73
Atria Investments
North Carolina
$589K
MPW
74
Melone Private Wealth
Michigan
$574K
JCIA
75
Jackson Creek Investment Advisors
Colorado
$573K