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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
76
Parkside Financial Bank & Trust
Missouri
$564K – – –
CWM
77
Cornerstone Wealth Management
Missouri
$544K +$768 +12 +0.1%
VCP
78
Verus Capital Partners
Arizona
$523K +$25.7K +402 +5%
BFG
79
Berger Financial Group
Minnesota
$520K -$2.05K -32 -0.4%
BFG
80
Bouchey Financial Group
New York
$500K – – –
Corient Private Wealth
81
Corient Private Wealth
Florida
$473K +$237K +3,697 +100%
ARC
82
Advisor Resource Council
Texas
$468K +$468K +7,317 New
KG
83
Kilter Group
New York
$463K +$15.6K +243 +3%
EGA
84
E&G Advisors
Texas
$462K +$3.84K +60 +0.8%
RFN
85
Redwood Financial Network
Ohio
$460K – – –
NS
86
NBC Securities
Alabama
$435K -$39.4K -615 -8%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$432K +$704 +11 +0.2%
NA
88
NewEdge Advisors
Louisiana
$428K +$428K +6,690 New
HA
89
Huntleigh Advisors
Missouri
$416K -$83.1K -1,299 -17%
CGPCS
90
Capital Group Private Client Services
California
$409K -$128 -2 -0%
Osaic Holdings
91
Osaic Holdings
Arizona
$398K -$46.9K -740 -11%
M&T Bank
92
M&T Bank
New York
$379K – – –
IA
93
IFG Advisory
Georgia
$372K – – –
BHWM
94
Bar Harbor Wealth Management
New Hampshire
$366K – – –
OC
95
Optima Capital
Oregon
$332K +$1.09K +17 +0.3%
WHG
96
Westwood Holdings Group
Texas
$327K – – –
IA
97
IFS Advisors
Kansas
$312K -$12.2K -190 -4%
FPCP
98
Fort Point Capital Partners
California
$308K +$11.5K +180 +4%
FFN
99
Focus Financial Network
Minnesota
$306K +$306K +4,788 New
MOS
100
MGO One Seven
Ohio
$303K -$77.1K -1,204 -20%
2 3
4
5 6