WisdomTree US LargeCap Fund
147 hedge funds and large institutions have $736M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
5% less capital invested
Capital invested by funds: $778M → $736M (-$42.5M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
147
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$9.62M | |
| 2 | +$9.54M | |
| 3 | +$5.13M | |
| 4 |
FWA
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
+$4.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.82M |
Top Sellers
| 1 | -$45.2M | |
| 2 | -$21.1M | |
| 3 | -$2.49M | |
| 4 |
Two Sigma Investments
New York
|
-$2.07M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.12M |