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WisdomTree US LargeCap Fund

110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
101
Ancora Advisors
Ohio
$33.1K
SS
102
Sunbelt Securities
Texas
$29.5K +$150 +3 +0.5%
SIS
103
Sound Income Strategies
Florida
$26.9K
GWM
104
Geneos Wealth Management
Colorado
$20K
AF
105
Allworth Financial
California
$19.3K +$19.3K +385 New
ACA
106
Aptus Capital Advisors
Alabama
$18.5K +$18.5K +370 New
PS
107
Principal Securities
Iowa
$14.3K +$14.3K +286 New
C
108
Covestor
United Kingdom
$12K -$4.42K -87 -27%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +219 New
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
PA
111
PSI Advisors
Florida
$1.45K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
-$1.78M -38,850 Closed
IA
113
IFP Advisors
Florida
-$812K -17,747 Closed
Citadel Advisors
114
Citadel Advisors
Florida
-$500K -10,924 Closed
ARC
115
Advisor Resource Council
Texas
-$476K -10,401 Closed
MLA
116
My Legacy Advisors
Oregon
-$461K -10,087 Closed
AWM
117
Avior Wealth Management
Nebraska
-$94.2K -2,059 Closed
TRCT
118
Tower Research Capital (TRC)
New York
-$43.6K -952 Closed
AWA
119
Authentikos Wealth Advisory
California
-$12.1K -264 Closed
BTI
120
Blue Trust Inc
Georgia
-$11K -227 Closed
IPW
121
Impact Partnership Wealth
Georgia
-$4.58K -100 Closed