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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $774M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
1.95%
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
46
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 Market Value Shares Shares
Change 		Shares
Change %
CA
101
CoreCap Advisors
Michigan
$298K 4,648 -96 -2%
Cerity Partners
102
Cerity Partners
New York
$297K 4,645 – –
SL
103
SWMG LLC
Texas
$295K 4,476 +4,476 New
CA
104
CGN Advisors
Kansas
$278K 4,342 – –
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$272K 4,249 – –
MA
106
Mutual Advisors
Nebraska
$267K 4,050 +4,050 New
MML Investors Services
107
MML Investors Services
Massachusetts
$260K 4,057 -48,178 -92%
ASN
108
Advisory Services Network
Georgia
$258K 3,935 – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$248K 3,872 – –
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$242K 3,777 +216 +6%
SRA
111
Secured Retirement Advisors
Minnesota
$241K 3,759 -1,230 -25%
MWP
112
Moller Wealth Partners
$239K 3,730 – –
PAS
113
Park Avenue Securities
New York
$238K 3,722 +3,722 New
First Trust Advisors
114
First Trust Advisors
Illinois
$238K 3,718 +3,718 New
NWM
115
Nova Wealth Management
Florida
$231K 3,605 -1,318 -27%
AWM
116
Axxcess Wealth Management
California
$228K 3,561 +49 +1%
FFA
117
Founders Financial Alliance
North Carolina
$227K 3,543 +584 +20%
UB
118
UMB Bank
Missouri
$225K 3,517 – –
IWC
119
Integrated Wealth Concepts
Massachusetts
$219K 3,420 -17,399 -84%
CM
120
Capital Management
Virginia
$206K 3,225 -200 -6%
RWB
121
RMR Wealth Builders
New Jersey
$204K 3,194 +3,194 New
RFG
122
REAP Financial Group
Texas
$177K 2,773 -240 -8%
NP
123
NorthRock Partners
Minnesota
$162K 2,531 -53 -2%
AF
124
Allworth Financial
California
$120K 1,882 +1 +0.1%
SIC
125
SJS Investment Consulting
Ohio
$110K 1,726 – –
3 4
5
6 7