WisdomTree US LargeCap Fund
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
3.5% more ownership
Funds ownership: 55.23% → 58.73% (+3.5%)
8% less capital invested
Capital invested by funds: $388M → $358M (-$29.8M)
Holders
97
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$20.8M | |
| 2 | +$4.54M | |
| 3 | +$3.72M | |
| 4 |
LPL Financial
San Diego,
California
|
+$3.3M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.9M |
Top Sellers
| 1 | -$7.26M | |
| 2 | -$5.68M | |
| 3 | -$478K | |
| 4 |
RFA
Resurgent Financial Advisors
Atlanta,
Georgia
|
-$400K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$280K |