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WisdomTree US LargeCap Fund

171 hedge funds and large institutions have $906M invested in WisdomTree US LargeCap Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $934M → $906M (-$28.5M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
First Trust Advisors
101
First Trust Advisors
Illinois
$381K
UAG
102
United Advisor Group
Ohio
$380K
SFC
103
Strategic Financial Concepts
Texas
$367K
OC
104
Optima Capital
Oregon
$359K
NA
105
NewEdge Advisors
Louisiana
$344K
WHG
106
Westwood Holdings Group
Texas
$338K
IA
107
IFS Advisors
Kansas
$332K
BAM
108
Belpointe Asset Management
Nevada
$331K
BHWM
109
Bar Harbor Wealth Management
New Hampshire
$322K
FFN
110
Focus Financial Network
Minnesota
$321K
WS
111
Wedbush Securities
California
$321K
IWC
112
Integrated Wealth Concepts
Massachusetts
$308K
ARC
113
Advisor Resource Council
Texas
$299K
ATS
114
Ashton Thomas Securities
New York
$298K
FFA
115
Founders Financial Alliance
North Carolina
$293K
ASN
116
Advisory Services Network
Georgia
$288K
CA
117
CGN Advisors
Kansas
$287K
Cerity Partners
118
Cerity Partners
New York
$284K
CA
119
CoreCap Advisors
Michigan
$281K
AWM
120
AE Wealth Management
Kansas
$276K
IAA
121
Independent Advisor Alliance
North Carolina
$275K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$275K
MML Investors Services
123
MML Investors Services
Massachusetts
$273K
PAS
124
Park Avenue Securities
New York
$270K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$264K