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WisdomTree US LargeCap Fund

143 hedge funds and large institutions have $778M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
36
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
101
Old National Bancorp
Indiana
$283K
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$274K +$274K +4,471 New
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$268K -$69.9K -1,142 -21%
BWP
104
Baldwin Wealth Partners
Massachusetts
$261K -$1.94M -31,666 -88%
RFG
105
REAP Financial Group
Texas
$256K -$80.9K -1,323 -24%
AA
106
Armis Advisers
Georgia
$256K +$256K +4,181 New
MML Investors Services
107
MML Investors Services
Massachusetts
$233K -$47K -769 -17%
MWP
108
Moller Wealth Partners
$228K
Corient Private Wealth
109
Corient Private Wealth
Florida
$226K -$49.1K -803 -18%
ASN
110
Advisory Services Network
Georgia
$225K +$225K +3,679 New
OP
111
ORG Partners
Indiana
$224K +$224K +3,656 New
UB
112
UMB Bank
Missouri
$215K
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$212K +$212K +3,464 New
SA
114
Sanctuary Advisors
Indiana
$210K
CM
115
Capital Management
Virginia
$210K -$14.1K -230 -6%
NP
116
NorthRock Partners
Minnesota
$155K
FFA
117
Founders Financial Alliance
North Carolina
$112K +$112K +1,835 New
CFD
118
Creative Financial Designs
Indiana
$110K -$15.5K -254 -12%
SIC
119
SJS Investment Consulting
Ohio
$106K
CT
120
Coastline Trust
Rhode Island
$84.4K
GWSG
121
GPS Wealth Strategies Group
Colorado
$84.1K
EWM
122
EPG Wealth Management
Georgia
$83.9K +$245 +4 +0.3%
BlackRock
123
BlackRock
New York
$79.5K +$79.5K +1,300 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$72.1K
AF
125
Allworth Financial
California
$65.3K +$40.9K +645 +168%