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WisdomTree US LargeCap Fund

100 hedge funds and large institutions have $318M invested in WisdomTree US LargeCap Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
38
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
76
MUFG Americas
New York
$121K 3,141
CFD
77
Creative Financial Designs
Indiana
$103K 2,678 -144 -5%
SIC
78
SJS Investment Consulting
Ohio
$67K 1,746 +1,746 New
EWM
79
EPG Wealth Management
Georgia
$66K 1,713 +1,713 New
WA
80
Win Advisors
Florida
$55K 1,425 -920 -39%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$55K 1,445 -68 -4%
HI
82
Harbour Investments
Wisconsin
$55K 1,355
GWSG
83
GPS Wealth Strategies Group
Colorado
$53K 1,375
AWM
84
Accel Wealth Management
Iowa
$47K 1,149 +6 +0.5%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$45K 1,179
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$38K 1,000 -800 -44%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$28K 720 +271 +60%
GWM
88
Geneos Wealth Management
Colorado
$26K 700
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$26K 683 +683 New
AA
90
Ancora Advisors
Ohio
$25K 660
SIS
91
Sound Income Strategies
Florida
$21K 536
PP
92
Pacifica Partners
Canada
$21K 509
C
93
Covestor
United Kingdom
$20K 526 -185 -26%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$16K 413 -807 -66%
PA
95
PSI Advisors
Florida
$11K 283 -460 -62%
NFSG
96
Newbridge Financial Services Group
Florida
$10K 272 -244 -47%
RCM
97
Raleigh Capital Management
North Carolina
$10K 262 +13 +5%
MCC
98
Money Concepts Capital
Florida
$7K 173 -28 -14%
FGAM
99
Financial Gravity Asset Management
Texas
$1.73K 45,049 -49,195 -52%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$50 1,096