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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
31
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$4.54M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.14M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.86M
5
PWS
5
Private Wealth Strategies
Ohio
$69.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.35M
4
UBS Group
4
UBS Group
Switzerland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
76
Verus Capital Partners
Arizona
$213K +$213K +4,558 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$208K +$208K +4,462 New
MML Investors Services
78
MML Investors Services
Massachusetts
$205K +$205K +4,379 New
TRCT
79
Tower Research Capital (TRC)
New York
$204K -$46.6K -997 -19%
UB
80
UMB Bank
Missouri
$164K – – –
AWM
81
Avior Wealth Management
Nebraska
$102K -$214K -4,591 -68%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$88.4K +$794 +17 +0.9%
SIC
83
SJS Investment Consulting
Ohio
$81.6K – – –
EWM
84
EPG Wealth Management
Georgia
$80.6K +$187 +4 +0.2%
CFD
85
Creative Financial Designs
Indiana
$69.2K -$49.5K -1,060 -42%
GWSG
86
GPS Wealth Strategies Group
Colorado
$64.2K – – –
HI
87
Harbour Investments
Wisconsin
$58.2K -$9.77K -209 -14%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$55.1K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$42.1K – – –
AA
90
Ancora Advisors
Ohio
$30.8K – – –
SS
91
Sunbelt Securities
Texas
$27.2K +$140 +3 +0.5%
SIS
92
Sound Income Strategies
Florida
$25K – – –
GWM
93
Geneos Wealth Management
Colorado
$18.7K – – –
C
94
Covestor
United Kingdom
$16K -$4.48K -95 -22%
Citigroup
95
Citigroup
New York
$15.4K – – –
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2K – – –
FGAM
97
Financial Gravity Asset Management
Texas
$5.97K +$501 +10,716 +9%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$3.3K -$27.5K -550 -89%
PA
99
PSI Advisors
Florida
$1.36K – – –
IAIM
100
International Assets Investment Management
Florida
– -$2.47M -46,572 Closed
1 2 3
4
5