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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

97 hedge funds and large institutions have $358M invested in WisdomTree US LargeCap Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
39
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$37.6M
2
UBS Group
2
UBS Group
Switzerland
$6.73M
3
CA
3
Cetera Advisors
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
AWM
5
AE Wealth Management
Kansas
$7.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
BFG
2
Beacon Financial Group
Texas
$11.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$280K
4
RFA
4
Resurgent Financial Advisors
Georgia
$0
5
Creative Planning
5
Creative Planning
Kansas
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$58.6M 1,436,955 +80,806 +6%
PWS
2
Private Wealth Strategies
Ohio
$56.2M 1,378,203 +12,708 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$38.1M 932,628 +45,518 +5%
PAG
4
Private Advisor Group
New Jersey
$37.6M 921,469 +509,985 +124%
DLIC
5
Daido Life Insurance Company
Japan
$22.4M 549,372 – –
CA
6
Cetera Advisors
Colorado
$12.1M 296,822 +91,089 +44%
BFG
7
Beacon Financial Group
Texas
$11.6M 278,089 -136,192 -33%
RVPG
8
Relative Value Partners Group
$10.5M 237,549 -2,843 -1%
Bank of America
9
Bank of America
North Carolina
$7.84M 192,251 +25,009 +15%
AWM
10
AE Wealth Management
Kansas
$7.23M 177,266 +46,527 +36%
UBS Group
11
UBS Group
Switzerland
$6.73M 165,030 +111,186 +206%
Creative Planning
12
Creative Planning
Kansas
$6.52M 159,685 -6,867 -4%
IA
13
IFP Advisors
Florida
$5.97M 69,954 – –
Wells Fargo
14
Wells Fargo
California
$5.37M 131,699 +4,697 +4%
KAS
15
Kestra Advisory Services
Texas
$5.04M 123,630 +2,431 +2%
CA
16
CGN Advisors
Kansas
$4.74M 116,280 +15,712 +16%
AAS
17
Avantax Advisory Services
Texas
$4.58M 112,214 -4,122 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.91M 95,722 -870 -0.9%
IA
19
Insight Advisors
Pennsylvania
$3.85M 87,174 +5,327 +7%
MWM
20
Marietta Wealth Management
Georgia
$3.75M 92,004 +3,312 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.55M 86,977 +8,761 +11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.32M 81,364 -5,125 -6%
NC
23
NewSquare Capital
Pennsylvania
$2.88M 70,685 +1,970 +3%
VIM
24
Vista Investment Management
Pennsylvania
$2.84M 69,484 +7,328 +12%
MSAM
25
Moloney Securities Asset Management
Missouri
$2.13M 52,129 -2,314 -4%
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