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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
126
Coastline Trust
Rhode Island
$88.3K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$88K – – –
MCM
128
MAI Capital Management
Ohio
$65.5K – – –
Comerica Bank
129
Comerica Bank
Texas
$64.7K – – –
CFD
130
Creative Financial Designs
Indiana
$63.6K -$11.6K -181 -15%
BlackRock
131
BlackRock
New York
$61.3K – – –
BCWM
132
Bartlett & Co Wealth Management
Ohio
$60.1K – – –
AA
133
Ancora Advisors
Ohio
$53.4K – – –
GWM
134
Geneos Wealth Management
Colorado
$41K -$10.2K -160 -20%
TSMHT
135
Thurston Springer Miller Herd & Titak
Indiana
$30.7K +$128 +2 +0.4%
AWM
136
AE Wealth Management
Kansas
$27.4K +$26.5K +414 +2,957%
PS
137
Principal Securities
Iowa
$18.3K – – –
T
138
Transce3nd
Texas
$17.2K – – –
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$10.2K – – –
SAM
140
Smartleaf Asset Management
Massachusetts
$8.44K +$192 +3 +2%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$7.94K – – –
C
142
Covestor
United Kingdom
$7K +$67 +1 +1%
SWM
143
Spire Wealth Management
Virginia
$6.4K – – –
BTI
144
Blue Trust Inc
Georgia
$5.19K – – –
AAP
145
Arax Advisory Partners
Colorado
$3.91K +$3.91K +61 New
MSG
146
Main Street Group
Virginia
$3.2K – – –
DWM
147
Darwin Wealth Management
Florida
$2.24K – – –
Jane Street
148
Jane Street
New York
– -$1.11M -18,644 Closed
PIA
149
Perennial Investment Advisors
California
– -$834K -14,066 Closed
Mariner
150
Mariner
Kansas
– -$552K -9,318 Closed
3 4 5
6
7