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WisdomTree US LargeCap Fund

161 hedge funds and large institutions have $934M invested in WisdomTree US LargeCap Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$253K
MOS
127
MGO One Seven
Ohio
$252K
WCFA
128
Walkner Condon Financial Advisors
Wisconsin
$251K
UB
129
UMB Bank
Missouri
$249K
AWM
130
Axxcess Wealth Management
California
$248K
Corient Private Wealth
131
Corient Private Wealth
Florida
$245K
CM
132
Capital Management
Virginia
$224K
RWB
133
RMR Wealth Builders
New Jersey
$224K
AWM
134
Apollon Wealth Management
South Carolina
$211K
PWA
135
Peterson Wealth Advisors
Utah
$206K
NWM
136
Nova Wealth Management
Florida
$195K
RFG
137
REAP Financial Group
Texas
$149K
SIC
138
SJS Investment Consulting
Ohio
$122K
IA
139
IFP Advisors
Florida
$119K
GWSG
140
GPS Wealth Strategies Group
Colorado
$97.4K
CT
141
Coastline Trust
Rhode Island
$87.2K
Comerica Bank
142
Comerica Bank
Texas
$71.6K
CFD
143
Creative Financial Designs
Indiana
$70.4K
BCWM
144
Bartlett & Co Wealth Management
Ohio
$66.5K
AA
145
Ancora Advisors
Ohio
$59.2K
AF
146
Allworth Financial
California
$57.1K
AP
147
Advisors Preferred
Maryland
$53.8K
GWM
148
Geneos Wealth Management
Colorado
$45.4K
MCM
149
MAI Capital Management
Ohio
$34.1K
MB
150
MidFirst Bank
Oklahoma
$19.8K