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WisdomTree US LargeCap Fund

110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
76
Huntington National Bank
Ohio
$308K
Goldman Sachs
77
Goldman Sachs
New York
$303K -$315K -6,285 -51%
IA
78
IFG Advisory
Georgia
$289K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$267K -$902 -18 -0.3%
WHG
80
Westwood Holdings Group
Texas
$256K
VCP
81
Verus Capital Partners
Arizona
$256K +$19.3K +385 +8%
BJL
82
Brighton Jones LLC
Washington
$255K +$255K +5,079 New
IA
83
IFS Advisors
Kansas
$254K
ONB
84
Old National Bancorp
Indiana
$232K
CA
85
CGN Advisors
Kansas
$229K -$122K -2,431 -35%
KeyBank National Association
86
KeyBank National Association
Ohio
$229K +$229K +4,572 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$221K -$28.1K -560 -11%
S
88
Syntrinsic
Colorado
$215K -$349K -6,970 -62%
MWP
89
Moller Wealth Partners
$210K +$210K +4,194 New
PAS
90
Park Avenue Securities
New York
$206K -$58.2K -1,159 -22%
GRP
91
Global Retirement Partners
California
$182K
UB
92
UMB Bank
Missouri
$176K
CFD
93
Creative Financial Designs
Indiana
$120K +$53.5K +1,067 +80%
SIC
94
SJS Investment Consulting
Ohio
$87.5K
EWM
95
EPG Wealth Management
Georgia
$70.5K +$208 +4 +0.3%
GWSG
96
GPS Wealth Strategies Group
Colorado
$68.9K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$59.1K
Citigroup
98
Citigroup
New York
$54.1K +$35.7K +713 +194%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$52.4K -$49.7K -991 -49%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$45.4K