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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

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
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$76.1M
2
EP
Essential Planning
New Hampshire
$45.8M
3
FT
Fiduciary Trust
Massachusetts
$138M
4
GWAG
Garrett Wealth Advisory Group
Texas
$45.5M
5
Citadel Advisors
Citadel Advisors
Florida
$3.06M

Top Sellers

1
WWM
Western Wealth Management
Colorado
$0
2
BWP
Baldwin Wealth Partners
Massachusetts
$261K
3
WA
Win Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.4M
5
Morgan Stanley
Morgan Stanley
New York
$59.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$63.7K – – –
MCM
127
MAI Capital Management
Ohio
$62.6K +$62.6K +1,023 New
Comerica Bank
128
Comerica Bank
Texas
$61.9K – – –
AA
129
Ancora Advisors
Ohio
$51.1K – – –
SFG
130
Stonebridge Financial Group
Pennsylvania
$45.9K +$45.9K +750 New
PS
131
Principal Securities
Iowa
$17.5K – – –
T
132
Transce3nd
Texas
$16.4K +$16.4K +268 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$9.86K – – –
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$9.06K -$1.59K -26 -15%
SAM
135
Smartleaf Asset Management
Massachusetts
$6.44K – – –
SWM
136
Spire Wealth Management
Virginia
$6.12K – – –
C
137
Covestor
United Kingdom
$6K +$1.06K +16 +21%
BTI
138
Blue Trust Inc
Georgia
$4.96K – – –
DWM
139
Darwin Wealth Management
Florida
$2.14K – – –
PA
140
PSI Advisors
Florida
$1.77K – – –
AWM
141
AE Wealth Management
Kansas
$857 +$857 +14 New
MG
142
Mather Group
Illinois
$551 – – –
NS
143
NBC Securities
Alabama
$201 -$201K -3,004 -100%
WWM
144
Western Wealth Management
Colorado
– -$4.21M -70,105 Closed
WA
145
Win Advisors
Florida
– -$1.75M -29,144 Closed
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
– -$631K -10,587 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$636K -10,587 Closed
ARC
148
Advisor Resource Council
Texas
– -$567K -9,445 Closed
OMC
149
Old Mission Capital
Illinois
– -$270K -4,496 Closed
2 3 4 5
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