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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
$46.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$23.5M
3
CA
Cetera Advisors
Colorado
$20.9M
4
GWAG
Garrett Wealth Advisory Group
Texas
$35.7M
5
LPL Financial
LPL Financial
California
$53.6M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$26.7M
2
Morgan Stanley
Morgan Stanley
New York
$49.9M
3
PWS
Private Wealth Strategies
Ohio
$69.4M
4
SAM
Smartleaf Asset Management
Massachusetts
$14.9K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$22.2K – – –
AF
102
Allworth Financial
California
$21.3K – – –
ACA
103
Aptus Capital Advisors
Alabama
$20.5K – – –
Jones Financial Companies
104
Jones Financial Companies
Missouri
$20.5K +$20.5K +370 New
PS
105
Principal Securities
Iowa
$15.8K – – –
SAM
106
Smartleaf Asset Management
Massachusetts
$14.9K -$3.32M -60,117 -100%
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$8.86K +$8.86K +160 New
C
109
Covestor
United Kingdom
$5K -$7.17K -139 -59%
BTI
110
Blue Trust Inc
Georgia
$4.49K +$4.49K +81 New
PA
111
PSI Advisors
Florida
$1.61K – – –
MG
112
Mather Group
Illinois
$451 +$451 +9 New
RA
113
RFG Advisory
Alabama
– -$1.28M -25,548 Closed
FA
114
FSA Advisors
Michigan
– -$529K -10,558 Closed
AWM
115
AE Wealth Management
Kansas
– -$381K -7,399 Closed
MA
116
Mezzasalma Advisors
New Jersey
– -$314K -6,266 Closed
Goldman Sachs
117
Goldman Sachs
New York
– -$303K -6,051 Closed
IA
118
IFG Advisory
Georgia
– -$289K -5,767 Closed
BJL
119
Brighton Jones LLC
Washington
– -$255K -5,079 Closed
KeyBank National Association
120
KeyBank National Association
Ohio
– -$229K -4,572 Closed
S
121
Syntrinsic
Colorado
– -$215K -4,299 Closed
PAS
122
Park Avenue Securities
New York
– -$206K -4,105 Closed
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
– -$11K -219 Closed
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