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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

108 hedge funds and large institutions have $584M invested in WisdomTree US LargeCap Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
39
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$96.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.9M
3
LPL Financial
3
LPL Financial
California
$58.4M
4
PAG
4
Private Advisor Group
New Jersey
$58.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.37M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$14.9M
2
RVPG
2
Relative Value Partners Group
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$881K
4
AA
4
Advisory Alpha
Michigan
$1.64M
5
KAS
5
Kestra Advisory Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
76
Beacon Financial Advisory
Ohio
$285K +$285K +5,008 New
ONB
77
Old National Bancorp
Indiana
$263K – – –
CA
78
CGN Advisors
Kansas
$250K – – –
IWC
79
Integrated Wealth Concepts
Massachusetts
$247K – – –
Corient Private Wealth
80
Corient Private Wealth
Florida
$218K +$9.44K +166 +5%
MWP
81
Moller Wealth Partners
$212K -$26.4K -464 -11%
CM
82
Capital Management
Virginia
$208K -$1.42K -25 -0.7%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$205K +$184K +3,232 +874%
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$205K +$205K +3,602 New
UB
85
UMB Bank
Missouri
$200K – – –
CFD
86
Creative Financial Designs
Indiana
$142K +$5.69K +100 +4%
NS
87
NBC Securities
Alabama
$131K -$6.06K -107 -4%
Citigroup
88
Citigroup
New York
$99.3K +$1.93K +34 +2%
SIC
89
SJS Investment Consulting
Ohio
$98.2K – – –
GWSG
90
GPS Wealth Strategies Group
Colorado
$78.2K – – –
EWM
91
EPG Wealth Management
Georgia
$77.6K -$75.4K -1,360 Closed
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$67.1K – – –
GWM
93
Geneos Wealth Management
Colorado
$59.2K +$36.5K +641 +160%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$51.4K – – –
IAIM
95
International Assets Investment Management
Florida
$50.7K +$50.7K +891 New
AA
96
Ancora Advisors
Ohio
$37.5K – – –
SS
97
Sunbelt Securities
Texas
$33.7K +$171 +3 +0.5%
SIS
98
Sound Income Strategies
Florida
$30.5K – – –
AF
99
Allworth Financial
California
$22.1K – – –
PS
100
Principal Securities
Iowa
$16.3K – – –
1 2 3
4
5