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WisdomTree US LargeCap Fund
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Overview Fund Activity

143 hedge funds and large institutions have $778M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
36
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$76.1M
2
EP
Essential Planning
New Hampshire
$45.8M
3
FT
Fiduciary Trust
Massachusetts
$138M
4
GWAG
Garrett Wealth Advisory Group
Texas
$45.5M
5
Citadel Advisors
Citadel Advisors
Florida
$3.06M

Top Sellers

1
WWM
Western Wealth Management
Colorado
$0
2
BWP
Baldwin Wealth Partners
Massachusetts
$261K
3
WA
Win Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.4M
5
Morgan Stanley
Morgan Stanley
New York
$59.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
76
Huntleigh Advisors
Missouri
$477K +$477K +7,797 New
MW
77
Maia Wealth
Colorado
$457K +$457K +7,220 New
NWM
78
Nova Wealth Management
Florida
$450K +$450K +7,356 New
RFN
79
Redwood Financial Network
Ohio
$440K – – –
EGA
80
E&G Advisors
Texas
$432K +$1.53K +25 +0.4%
KG
81
Kilter Group
New York
$427K +$427K +6,984 New
VCP
82
Verus Capital Partners
Arizona
$408K – – –
CIA
83
Concurrent Investment Advisors
Florida
$403K +$403K +6,584 New
CA
84
CGN Advisors
Kansas
$399K – – –
BHWM
85
Bar Harbor Wealth Management
New Hampshire
$393K -$34K -556 -8%
CGPCS
86
Capital Group Private Client Services
California
$390K +$184 +3 +0%
PAS
87
Park Avenue Securities
New York
$369K +$118K +1,926 +47%
MOS
88
MGO One Seven
Ohio
$363K -$9.79K -160 -3%
M&T Bank
89
M&T Bank
New York
$362K – – –
IA
90
IFG Advisory
Georgia
$356K +$356K +5,811 New
AP
91
Advisors Preferred
Maryland
$349K +$349K +5,704 New
SRA
92
Secured Retirement Advisors
Minnesota
$322K -$38.1K -623 -11%
PDL
93
Portfolio Design Labs
California
$321K +$321K +5,247 New
OC
94
Optima Capital
Oregon
$320K +$320K +5,238 New
WHG
95
Westwood Holdings Group
Texas
$313K – – –
CA
96
CoreCap Advisors
Michigan
$311K -$93.9K -1,534 -23%
Jane Street
97
Jane Street
New York
$311K +$311K +5,080 New
IA
98
IFS Advisors
Kansas
$310K – – –
AWM
99
Alterna Wealth Management
Texas
$309K +$309K +5,058 New
IAA
100
Independent Advisor Alliance
North Carolina
$308K +$308K +5,034 New
2 3
4
5 6