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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$37.6M
2
UBS Group
2
UBS Group
Switzerland
$6.73M
3
CA
3
Cetera Advisors
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
AWM
5
AE Wealth Management
Kansas
$7.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
BFG
2
Beacon Financial Group
Texas
$11.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
RFA
4
Resurgent Financial Advisors
Georgia
$0
5
Creative Planning
5
Creative Planning
Kansas
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Win Advisors
Florida
$97K 2,345 -1,524 -39%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$73K 1,800 +1,800 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$61K 1,513 +67 +5%
GWSG
79
GPS Wealth Strategies Group
Colorado
$56K 1,375 -269 -16%
HI
80
Harbour Investments
Wisconsin
$55K 1,355 +1,355 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$50K 1,220 +1,220 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$48K 1,179 – –
AWM
83
Accel Wealth Management
Iowa
$48K 1,143 +6 +0.5%
PA
84
PSI Advisors
Florida
$31K 743 -5,055 -87%
C
85
Covestor
United Kingdom
$29K 711 -248 -26%
GWM
86
Geneos Wealth Management
Colorado
$28K 700 – –
AA
87
Ancora Advisors
Ohio
$27K 660 – –
SIS
88
Sound Income Strategies
Florida
$22K 536 – –
PP
89
Pacifica Partners
Canada
$21K 509 -1,030 -67%
NFSG
90
Newbridge Financial Services Group
Florida
$21K 516 +16 +3%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$18K 449 +65 +17%
RCM
92
Raleigh Capital Management
North Carolina
$10K 249 – –
MCC
93
Money Concepts Capital
Florida
$8K 201 -76 -27%
FGAM
94
Financial Gravity Asset Management
Texas
$3.84K 94,244 +47,688 +102%
TCWM
95
Total Clarity Wealth Management
Illinois
$2K 47 +47 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$46 1,096 – –
RFA
97
Resurgent Financial Advisors
Georgia
– – -8,280 Closed
KPWS
98
Kestra Private Wealth Services
Texas
– – -4,914 Closed
ONB
99
Old National Bancorp
Indiana
– – -4,624 Closed
RJA
100
Raymond James & Associates
Florida
– – -4,600 Closed
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