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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
$46.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$23.5M
3
CA
Cetera Advisors
Colorado
$20.9M
4
GWAG
Garrett Wealth Advisory Group
Texas
$35.7M
5
LPL Financial
LPL Financial
California
$53.6M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$26.7M
2
Morgan Stanley
Morgan Stanley
New York
$49.9M
3
PWS
Private Wealth Strategies
Ohio
$69.4M
4
SAM
Smartleaf Asset Management
Massachusetts
$14.9K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
76
Westwood Holdings Group
Texas
$283K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$282K +$38.1K +688 +16%
IA
78
IFS Advisors
Kansas
$280K – – –
ONB
79
Old National Bancorp
Indiana
$256K – – –
CA
80
CGN Advisors
Kansas
$243K -$10.4K -187 -4%
IWC
81
Integrated Wealth Concepts
Massachusetts
$240K +$240K +4,339 New
MWP
82
Moller Wealth Partners
$232K – – –
CM
83
Capital Management
Virginia
$204K +$204K +3,680 New
Corient Private Wealth
84
Corient Private Wealth
Florida
$203K +$203K +3,663 New
GRP
85
Global Retirement Partners
California
$202K – – –
UB
86
UMB Bank
Missouri
$195K – – –
HNB
87
Huntington National Bank
Ohio
$137K -$308K – –
NS
88
NBC Securities
Alabama
$134K -$565K -10,206 -81%
CFD
89
Creative Financial Designs
Indiana
$132K -$499 -9 -0.4%
SIC
90
SJS Investment Consulting
Ohio
$95.6K -$1.11K -20 -1%
Citigroup
91
Citigroup
New York
$94.8K +$35K +631 +58%
GWSG
92
GPS Wealth Strategies Group
Colorado
$76.2K – – –
EWM
93
EPG Wealth Management
Georgia
$75.4K +$166 +3 +0.2%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$65.3K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$63.7K +$63.7K +1,149 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$57.9K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$50K – – –
AA
98
Ancora Advisors
Ohio
$36.6K – – –
SS
99
Sunbelt Securities
Texas
$32.7K +$111 +2 +0.3%
SIS
100
Sound Income Strategies
Florida
$29.7K – – –
1 2 3
4
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