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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
31
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$4.54M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.14M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.86M
5
PWS
5
Private Wealth Strategies
Ohio
$69.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.35M
4
UBS Group
4
UBS Group
Switzerland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
– -$581K -13,299 Closed
IA
102
IFG Advisory
Georgia
– -$250K -5,722 Closed
AWA
103
Arkadios Wealth Advisors
Georgia
– -$236K -5,391 Closed
CWM
104
Cornerstone Wealth Management
Missouri
– -$229K -5,249 Closed
PTC
105
Private Trust Company
Ohio
– -$206K -4,717 Closed
AWM
106
Accel Wealth Management
Iowa
– -$50.6K -1,157 Closed
NFSG
107
Newbridge Financial Services Group
Florida
– -$12.4K -284 Closed
PFBT
108
Parkside Financial Bank & Trust
Missouri
– -$1.71K -39 Closed
1 2 3 4
5