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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in WisdomTree US LargeCap Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$65.6M
2
IA
2
IFP Advisors
Florida
$5.97M
3
AWM
3
AE Wealth Management
Kansas
$6.32M
4
VIM
4
Vista Investment Management
Pennsylvania
$3.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.9M

Top Sellers

1
WA
1
Win Advisors
Florida
$187K
2
PWS
2
Private Wealth Strategies
Ohio
$66M
3
IWM
3
IHT Wealth Management
Illinois
$0
4
BFG
4
Beacon Financial Group
Texas
$20.3M
5
KAS
5
Kestra Advisory Services
Texas
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$66M 1,365,495 -316,792 -19%
LPL Financial
2
LPL Financial
California
$65.6M 1,356,149 +1,128,566 +496%
Morgan Stanley
3
Morgan Stanley
New York
$42.9M 887,110 +53,453 +6%
DLIC
4
Daido Life Insurance Company
Japan
$26.6M 549,372 – –
BFG
5
Beacon Financial Group
Texas
$20.3M 414,281 -236,938 -36%
PAG
6
Private Advisor Group
New Jersey
$19.9M 411,484 +40,098 +11%
RVPG
7
Relative Value Partners Group
$11.6M 240,392 +24,374 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M 208,292 -42,572 -17%
CA
9
Cetera Advisors
Colorado
$9.95M 205,733 +42,079 +26%
Bank of America
10
Bank of America
North Carolina
$8.09M 167,242 +7,212 +5%
Creative Planning
11
Creative Planning
Kansas
$8.05M 166,552 -1,588 -0.9%
AWM
12
AE Wealth Management
Kansas
$6.32M 130,739 +102,487 +363%
Wells Fargo
13
Wells Fargo
California
$6.14M 127,002 +44,109 +53%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.05M 96,592 -1,571 -2%
IA
15
IFP Advisors
Florida
$5.97M 69,954 +69,711 +28,688%
KAS
16
Kestra Advisory Services
Texas
$5.86M 121,199 -52,814 -30%
AAS
17
Avantax Advisory Services
Texas
$5.63M 116,336 -3,458 -3%
CA
18
CGN Advisors
Kansas
$4.86M 100,568 +15,000 +18%
MWM
19
Marietta Wealth Management
Georgia
$4.29M 88,692 +2,962 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.18M 86,489 +6,550 +8%
IA
21
Insight Advisors
Pennsylvania
$3.96M 81,847 +7,249 +10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.78M 78,216 +2,878 +4%
NC
23
NewSquare Capital
Pennsylvania
$3.32M 68,715 +21,010 +44%
VIM
24
Vista Investment Management
Pennsylvania
$3.01M 62,156 +62,156 New
MSAM
25
Moloney Securities Asset Management
Missouri
$2.63M 54,443 +4,816 +10%
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