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WisdomTree US LargeCap Fund

171 hedge funds and large institutions have $906M invested in WisdomTree US LargeCap Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $934M → $906M (-$28.5M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
FCM
76
Family Capital Management
Michigan
$681K
QP
77
Quartz Partners
New York
$630K
PCM
78
Parsons Capital Management
Rhode Island
$610K
PFBT
79
Parkside Financial Bank & Trust
Missouri
$600K
VCP
80
Verus Capital Partners
Arizona
$600K
SF
81
Seek First
California
$598K
MPW
82
Melone Private Wealth
Michigan
$597K
CWM
83
Cornerstone Wealth Management
Missouri
$593K
AQR Capital Management
84
AQR Capital Management
Connecticut
$588K
IFWM
85
Institute for Wealth Management
Colorado
$584K
Stifel Financial
86
Stifel Financial
Missouri
$571K
BFG
87
Bouchey Financial Group
New York
$557K
BFG
88
Berger Financial Group
Minnesota
$554K
BAMG
89
Brand Asset Management Group
Missouri
$538K
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$534K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$520K
EGA
92
E&G Advisors
Texas
$504K
SL
93
SWMG LLC
Texas
$468K
RFN
94
Redwood Financial Network
Ohio
$456K
KLI
95
Kelman-Lazarov Inc
Tennessee
$442K
WWM
96
Western Wealth Management
Colorado
$441K
CGPCS
97
Capital Group Private Client Services
California
$437K
IPAM
98
Investment Partners Asset Management
New Jersey
$434K
Truist Financial
99
Truist Financial
North Carolina
$404K
M&T Bank
100
M&T Bank
New York
$404K