WisdomTree US LargeCap Fund
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
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
24% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 41
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
99
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$4.19M | |
| 2 | +$3.14M | |
| 3 | +$2.4M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$980K |
Top Sellers
| 1 | -$5.3M | |
| 2 | -$2.47M | |
| 3 | -$1.58M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$786K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$675K |