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WisdomTree US LargeCap Fund

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$312K +$8.43K +184 +3%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$312K -$6.27K -137 -2%
CGPCS
78
Capital Group Private Client Services
California
$290K -$503 -11 -0.2%
MA
79
Mezzasalma Advisors
New Jersey
$287K -$1.92K -42 -0.7%
IA
80
IFG Advisory
Georgia
$264K +$264K +5,767 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$245K +$158K +3,461 +183%
PAS
82
Park Avenue Securities
New York
$241K +$241K +5,264 New
WHG
83
Westwood Holdings Group
Texas
$234K
IA
84
IFS Advisors
Kansas
$232K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$227K +$2.43K +53 +1%
VCP
86
Verus Capital Partners
Arizona
$216K +$7.27K +159 +3%
ONB
87
Old National Bancorp
Indiana
$212K
GRP
88
Global Retirement Partners
California
$165K -$231K -5,100 -58%
UB
89
UMB Bank
Missouri
$161K
AWM
90
Avior Wealth Management
Nebraska
$94.2K -$6.04K -132 -6%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$93.1K +$90.1K +1,970 +2,985%
SIC
92
SJS Investment Consulting
Ohio
$79.9K
GWSG
93
GPS Wealth Strategies Group
Colorado
$62.9K
EWM
94
EPG Wealth Management
Georgia
$61.9K -$17.1K -373 -22%
CFD
95
Creative Financial Designs
Indiana
$60.9K -$6.82K -149 -10%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$53.9K
TRCT
97
Tower Research Capital (TRC)
New York
$43.6K -$156K -3,417 -78%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$43.1K
AA
99
Ancora Advisors
Ohio
$30.2K
SS
100
Sunbelt Securities
Texas
$26.8K +$92 +2 +0.3%