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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $731M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
49
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$9.22M
2
FT
Fiduciary Trust
Massachusetts
+$9.14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.92M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.72M
5
Bank of America
Bank of America
North Carolina
+$4.62M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43.3M
2
Lido Advisors
Lido Advisors
California
-$20.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
5
AI
Atria Investments
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Coldstream Capital Management
Washington
$54.3K +$54.3K +916 New
PTC
127
Private Trust Company
Ohio
$49.7K +$49.7K +839 New
AA
128
Ancora Advisors
Ohio
$49.5K – – –
GWM
129
Geneos Wealth Management
Colorado
$47.4K -$14.3K -241 -23%
SFG
130
Stonebridge Financial Group
Pennsylvania
$44.5K – – –
TSMHT
131
Thurston Springer Miller Herd & Titak
Indiana
$28.4K +$28.4K +478 New
PS
132
Principal Securities
Iowa
$17.5K – – –
T
133
Transce3nd
Texas
$15.9K – – –
AP
134
Advisors Preferred
Maryland
$12.5K -$326K -5,493 -96%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$8.43K – – –
SAM
136
Smartleaf Asset Management
Massachusetts
$7.59K +$1.47K +25 +24%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$7.35K -$1.42K -24 -16%
C
138
Covestor
United Kingdom
$6K +$750 +13 +14%
SWM
139
Spire Wealth Management
Virginia
$5.93K – – –
BTI
140
Blue Trust Inc
Georgia
$4.8K – – –
MSG
141
Main Street Group
Virginia
$2.96K +$2.96K +50 New
DWM
142
Darwin Wealth Management
Florida
$2.14K – – –
PA
143
PSI Advisors
Florida
$1.72K – – –
AWM
144
AE Wealth Management
Kansas
$830 – – –
MG
145
Mather Group
Illinois
$534 – – –
TRCT
146
Tower Research Capital (TRC)
New York
– -$2.49M -40,779 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
– -$2.07M -33,800 Closed
DFP
148
Defined Financial Planning
California
– -$1.05M -17,220 Closed
PAS
149
Park Avenue Securities
New York
– -$369K -6,036 Closed
PDL
150
Portfolio Design Labs
California
– -$321K -5,247 Closed
3 4 5
6
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