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WisdomTree US LargeCap Fund

155 hedge funds and large institutions have $854M invested in WisdomTree US LargeCap Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

1.52% less ownership

Funds ownership: 69.38%67.86% (-1.5%)

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Triad Wealth Partners
Kansas
$666K
AWM
77
AE Wealth Management
Kansas
$637K
PCM
78
Parsons Capital Management
Rhode Island
$628K
MPW
79
Melone Private Wealth
Michigan
$614K
PFBT
80
Parkside Financial Bank & Trust
Missouri
$608K
M1FG
81
Mach-1 Financial Group
Arkansas
$601K
IAS
82
Integrity Advisory Solutions
Texas
$601K
BAMG
83
Brand Asset Management Group
Missouri
$600K
CWM
84
Cornerstone Wealth Management
Missouri
$599K
IFWM
85
Institute for Wealth Management
Colorado
$591K
VCP
86
Verus Capital Partners
Arizona
$580K
BFG
87
Berger Financial Group
Minnesota
$560K
BFG
88
Bouchey Financial Group
New York
$539K
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$513K
EGA
90
E&G Advisors
Texas
$502K
KG
91
Kilter Group
New York
$498K
SL
92
SWMG LLC
Texas
$468K
NS
93
NBC Securities
Alabama
$465K
RFN
94
Redwood Financial Network
Ohio
$463K
NA
95
NewEdge Advisors
Louisiana
$441K
CGPCS
96
Capital Group Private Client Services
California
$440K
KLI
97
Kelman-Lazarov Inc
Tennessee
$413K
IA
98
IFG Advisory
Georgia
$409K
M&T Bank
99
M&T Bank
New York
$408K
BHWM
100
Bar Harbor Wealth Management
New Hampshire
$394K