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WisdomTree US LargeCap Fund

117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
36
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
CGN Advisors
Kansas
$391K +$128K +2,130 +49%
CGPCS
77
Capital Group Private Client Services
California
$383K +$961 +16 +0.3%
MOS
78
MGO One Seven
Ohio
$366K +$366K +6,092 New
M&T Bank
79
M&T Bank
New York
$356K +$356K +5,925 New
SRA
80
Secured Retirement Advisors
Minnesota
$354K -$27.8K -463 -7%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$332K -$15.4K -256 -4%
RFG
82
REAP Financial Group
Texas
$330K -$49.5K -824 -13%
IWC
83
Integrated Wealth Concepts
Massachusetts
$324K +$63.6K +1,059 +24%
WHG
84
Westwood Holdings Group
Texas
$307K
IA
85
IFS Advisors
Kansas
$304K
ONB
86
Old National Bancorp
Indiana
$278K
MML Investors Services
87
MML Investors Services
Massachusetts
$275K -$48.7K -812 -15%
Corient Private Wealth
88
Corient Private Wealth
Florida
$270K +$40.3K +671 +18%
OMC
89
Old Mission Capital
Illinois
$270K +$270K +4,496 New
PAS
90
Park Avenue Securities
New York
$247K +$247K +4,110 New
MWP
91
Moller Wealth Partners
$224K
CM
92
Capital Management
Virginia
$219K
PWLP
93
Prio Wealth Limited Partnership
Massachusetts
$216K
UB
94
UMB Bank
Missouri
$211K
SA
95
Sanctuary Advisors
Indiana
$207K +$207K +3,291 New
NS
96
NBC Securities
Alabama
$180K +$41.6K +695 +30%
NP
97
NorthRock Partners
Minnesota
$152K +$152K +2,531 New
CFD
98
Creative Financial Designs
Indiana
$123K -$26.1K -435 -17%
SIC
99
SJS Investment Consulting
Ohio
$104K
CT
100
Coastline Trust
Rhode Island
$82.9K +$82.9K +1,380 New