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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $731M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
49
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$9.22M
2
FT
Fiduciary Trust
Massachusetts
+$9.14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.92M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.72M
5
Bank of America
Bank of America
North Carolina
+$4.62M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43.3M
2
Lido Advisors
Lido Advisors
California
-$20.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
5
AI
Atria Investments
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Berger Financial Group
Minnesota
$484K – – –
BFG
77
Bouchey Financial Group
New York
$463K – – –
HA
78
Huntleigh Advisors
Missouri
$462K – – –
VCP
79
Verus Capital Partners
Arizona
$460K +$64.9K +1,095 +16%
NS
80
NBC Securities
Alabama
$439K +$439K +7,409 +246,967%
RFN
81
Redwood Financial Network
Ohio
$426K – – –
EGA
82
E&G Advisors
Texas
$425K +$6.52K +110 +2%
IA
83
Insight Advisors
Pennsylvania
$424K -$539K -9,095 -56%
AI
84
Atria Investments
North Carolina
$423K -$1.07M -18,030 -72%
Osaic Holdings
85
Osaic Holdings
Arizona
$416K -$550K -9,272 -57%
KG
86
Kilter Group
New York
$414K – – –
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$400K -$74.4K -1,255 -16%
CGPCS
88
Capital Group Private Client Services
California
$379K +$771 +13 +0.2%
MOS
89
MGO One Seven
Ohio
$352K – – –
M&T Bank
90
M&T Bank
New York
$351K – – –
IA
91
IFG Advisory
Georgia
$344K – – –
BHWM
92
Bar Harbor Wealth Management
New Hampshire
$339K -$42K -709 -11%
OC
93
Optima Capital
Oregon
$306K -$4.33K -73 -1%
WHG
94
Westwood Holdings Group
Texas
$303K – – –
IA
95
IFS Advisors
Kansas
$300K – – –
SRA
96
Secured Retirement Advisors
Minnesota
$296K -$16.6K -280 -5%
NWM
97
Nova Wealth Management
Florida
$292K -$144K -2,433 -33%
CA
98
CoreCap Advisors
Michigan
$281K -$20.2K -341 -7%
Cerity Partners
99
Cerity Partners
New York
$275K +$275K +4,645 New
FPCP
100
Fort Point Capital Partners
California
$274K +$274K +4,630 New
2 3
4
5 6