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WisdomTree US LargeCap Fund

151 hedge funds and large institutions have $846M invested in WisdomTree US LargeCap Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1.62% less ownership

Funds ownership: 68.85%67.24% (-1.6%)

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Parsons Capital Management
Rhode Island
$628K
MPW
77
Melone Private Wealth
Michigan
$614K
PFBT
78
Parkside Financial Bank & Trust
Missouri
$608K
M1FG
79
Mach-1 Financial Group
Arkansas
$601K
IAS
80
Integrity Advisory Solutions
Texas
$601K
BAMG
81
Brand Asset Management Group
Missouri
$600K
CWM
82
Cornerstone Wealth Management
Missouri
$599K
IFWM
83
Institute for Wealth Management
Colorado
$591K
VCP
84
Verus Capital Partners
Arizona
$580K
BFG
85
Berger Financial Group
Minnesota
$560K
BFG
86
Bouchey Financial Group
New York
$539K
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$513K
EGA
88
E&G Advisors
Texas
$502K
SL
89
SWMG LLC
Texas
$468K
NS
90
NBC Securities
Alabama
$465K
RFN
91
Redwood Financial Network
Ohio
$463K
NA
92
NewEdge Advisors
Louisiana
$441K
CGPCS
93
Capital Group Private Client Services
California
$440K
KLI
94
Kelman-Lazarov Inc
Tennessee
$413K
IA
95
IFG Advisory
Georgia
$409K
M&T Bank
96
M&T Bank
New York
$408K
BHWM
97
Bar Harbor Wealth Management
New Hampshire
$394K
OC
98
Optima Capital
Oregon
$358K
WHG
99
Westwood Holdings Group
Texas
$352K
SFC
100
Strategic Financial Concepts
Texas
$340K