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WisdomTree US LargeCap Fund

117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
36
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWSG
101
GPS Wealth Strategies Group
Colorado
$82.6K 1,375
EWM
102
EPG Wealth Management
Georgia
$82.1K 1,367 +1,367 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$70.8K 1,179
GWM
104
Geneos Wealth Management
Colorado
$62.5K 1,041
Comerica Bank
105
Comerica Bank
Texas
$60.7K 1,011 +1,011 New
AA
106
Ancora Advisors
Ohio
$50.1K 835 +175 +27%
AF
107
Allworth Financial
California
$23.1K 385
PS
108
Principal Securities
Iowa
$17.2K 286
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$10.4K 174
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$9.61K 160
SAM
111
Smartleaf Asset Management
Massachusetts
$6.27K 104 -129 -55%
SWM
112
Spire Wealth Management
Virginia
$6K 100 +100 New
C
113
Covestor
United Kingdom
$5K 75 -22 -23%
BTI
114
Blue Trust Inc
Georgia
$4.61K 81
DWM
115
Darwin Wealth Management
Florida
$2.1K 35 +35 New
PA
116
PSI Advisors
Florida
$1.74K 29
MG
117
Mather Group
Illinois
$540 9
I
118
INVST
Indiana
-6,834 Closed
IA
119
IFG Advisory
Georgia
-5,811 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
-900 Closed
IAIM
121
International Assets Investment Management
Florida
-891 Closed
SS
122
Sunbelt Securities
Texas
-593 Closed
SIS
123
Sound Income Strategies
Florida
-536 Closed
JGIA
124
Jackson Grant Investment Advisers
Connecticut
-228 Closed
AssetMark Inc
125
AssetMark Inc
California
-160 Closed