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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$65.6M
2
IA
IFP Advisors
Florida
$5.97M
3
AWM
AE Wealth Management
Kansas
$6.32M
4
VIM
Vista Investment Management
Pennsylvania
$3.01M
5
Morgan Stanley
Morgan Stanley
New York
$42.9M

Top Sellers

1
WA
Win Advisors
Florida
$187K
2
PWS
Private Wealth Strategies
Ohio
$66M
3
IWM
IHT Wealth Management
Illinois
$0
4
BFG
Beacon Financial Group
Texas
$20.3M
5
KAS
Kestra Advisory Services
Texas
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
SJS Investment Consulting
Ohio
$84K – – –
EWM
77
EPG Wealth Management
Georgia
$82K +$144 +3 +0.2%
GWSG
78
GPS Wealth Strategies Group
Colorado
$80K – – –
PP
79
Pacifica Partners
Canada
$72K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$70K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$57K – – –
AWM
82
Accel Wealth Management
Iowa
$55K -$43.5K -900 -44%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$54K – – –
C
84
Covestor
United Kingdom
$46K -$1.97K -41 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$33K – – –
GWM
86
Geneos Wealth Management
Colorado
$33K – – –
AA
87
Ancora Advisors
Ohio
$32K – – –
SIS
88
Sound Income Strategies
Florida
$26K – – –
NFSG
89
Newbridge Financial Services Group
Florida
$24K – – –
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$19K -$46.1K -931 -71%
MCC
91
Money Concepts Capital
Florida
$13K +$13K +277 New
RCM
92
Raleigh Capital Management
North Carolina
$12K -$193 -4 -2%
FGAM
93
Financial Gravity Asset Management
Texas
$2.25K -$371 -7,691 -14%
IWM
94
IHT Wealth Management
Illinois
– -$14.4M -285,063 Closed
M&T Bank
95
M&T Bank
New York
– -$1.55M -30,700 Closed
Goldman Sachs
96
Goldman Sachs
New York
– -$1.36M -26,995 Closed
ADL
97
Asset Dedication LLC
California
– -$40K -804 Closed
APA
98
American Portfolios Advisors
New York
– -$15.2K -301 Closed
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