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WisdomTree US LargeCap Fund

103 hedge funds and large institutions have $389M invested in WisdomTree US LargeCap Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
12
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WHG
76
Westwood Holdings Group
Texas
$224K
IA
77
IFS Advisors
Kansas
$221K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$216K +$56.4K +1,291 +35%
PTC
79
Private Trust Company
Ohio
$206K
ONB
80
Old National Bancorp
Indiana
$202K +$202K +4,624 New
UB
81
UMB Bank
Missouri
$154K
CFD
82
Creative Financial Designs
Indiana
$111K -$874 -20 -0.8%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$82K +$18.8K +430 +30%
SIC
84
SJS Investment Consulting
Ohio
$76.3K
EWM
85
EPG Wealth Management
Georgia
$75.3K +$175 +4 +0.2%
HI
86
Harbour Investments
Wisconsin
$63.6K +$11.2K +257 +21%
GWSG
87
GPS Wealth Strategies Group
Colorado
$60.1K +$60.1K +1,375 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$51.5K
AWM
89
Accel Wealth Management
Iowa
$50.6K +$87 +2 +0.2%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$39.4K -$8.58K -196 -18%
AA
91
Ancora Advisors
Ohio
$28.9K
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$26.9K -$23.9K -546 -47%
SS
93
Sunbelt Securities
Texas
$25K +$25K +580 New
SIS
94
Sound Income Strategies
Florida
$23.4K
C
95
Covestor
United Kingdom
$19K -$3.07K -70 -14%
GWM
96
Geneos Wealth Management
Colorado
$17.5K -$13.1K -300 -43%
Citigroup
97
Citigroup
New York
$14.4K +$306 +7 +2%
NFSG
98
Newbridge Financial Services Group
Florida
$12.4K
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.58K +$9.58K +219 New
FGAM
100
Financial Gravity Asset Management
Texas
$5.11K +$3.14K +72,026 +160%