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WisdomTree US LargeCap Fund

83 hedge funds and large institutions have $324M invested in WisdomTree US LargeCap Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 1 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
37
Reduced
27
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$74.6M 1,622,884 +63,521 +4%
Morgan Stanley
2
Morgan Stanley
New York
$37.6M 817,929 +45,147 +6%
BFG
3
Beacon Financial Group
Texas
$30.5M 654,339 -19,125 -3%
DLIC
4
Daido Life Insurance Company
Japan
$25.3M 549,372
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.5M 424,503 -3,538 -0.8%
JFS
6
JD Financial Services
Pennsylvania
$12.5M 271,736 +12,106 +5%
LPL Financial
7
LPL Financial
California
$10.1M 218,569 +8,234 +4%
RVPG
8
Relative Value Partners Group
$10M 217,946 +328 +0.2%
Bank of America
9
Bank of America
North Carolina
$7.36M 159,945 +4,544 +3%
Creative Planning
10
Creative Planning
Kansas
$7.24M 157,382 -6,140 -4%
PAG
11
Private Advisor Group
New Jersey
$5.9M 128,305 +62,688 +96%
KAS
12
Kestra Advisory Services
Texas
$5.5M 119,534 +4,226 +4%
AAS
13
Avantax Advisory Services
Texas
$5.4M 117,553 -9,832 -8%
CA
14
Cetera Advisors
Colorado
$5.4M 117,383 +104,018 +778%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.52M 98,279 -4,450 -4%
MWM
16
Marietta Wealth Management
Georgia
$4.02M 87,374 +1,568 +2%
Wells Fargo
17
Wells Fargo
California
$3.67M 79,826 -29,258 -27%
CA
18
CGN Advisors
Kansas
$3.59M 77,979 +2,192 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.51M 76,389 +12,401 +19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.39M 73,742 -130 -0.2%
FGAM
21
Financial Gravity Asset Management
Texas
$2.49M 54,157 -30,667 -36%
IA
22
Insight Advisors
Pennsylvania
$2.35M 47,649 +23,231 +95%
CFA
23
Carroll Financial Associates
North Carolina
$2.27M 49,284 +538 +1%
UBS Group
24
UBS Group
Switzerland
$2.23M 48,468 -167 -0.3%
LBC
25
Lowe Brockenbrough & Co
Virginia
$2.06M 44,763 +6,580 +17%