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WisdomTree US LargeCap Fund

100 hedge funds and large institutions have $318M invested in WisdomTree US LargeCap Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
38
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$55.1M 1,434,294 +56,091 +4%
Morgan Stanley
2
Morgan Stanley
New York
$37.1M 967,222 +34,594 +4%
PAG
3
Private Advisor Group
New Jersey
$36.2M 941,695 +20,226 +2%
DLIC
4
Daido Life Insurance Company
Japan
$21.1M 549,372
GWAG
5
Garrett Wealth Advisory Group
Texas
$21M 546,297 +546,297 New
LPL Financial
6
LPL Financial
California
$17.9M 465,757 -971,198 -68%
CA
7
Cetera Advisors
Colorado
$11.6M 301,132 +4,310 +1%
RVPG
8
Relative Value Partners Group
$9.06M 235,934 -1,615 -0.7%
Bank of America
9
Bank of America
North Carolina
$8.26M 215,256 +23,005 +12%
AWM
10
AE Wealth Management
Kansas
$6.62M 172,409 -4,857 -3%
IA
11
IFP Advisors
Florida
$6.03M 70,614 +660 +0.9%
Creative Planning
12
Creative Planning
Kansas
$5.41M 140,917 -18,768 -12%
KAS
13
Kestra Advisory Services
Texas
$4.85M 126,311 +2,681 +2%
UBS Group
14
UBS Group
Switzerland
$4.58M 119,391 -45,639 -28%
Wells Fargo
15
Wells Fargo
California
$4.5M 117,137 -14,562 -11%
AAS
16
Avantax Advisory Services
Texas
$4.11M 106,986 -5,228 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4M 104,236 +73,879 +243%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.63M 94,540 +7,563 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.6M 93,711 -2,011 -2%
MWM
20
Marietta Wealth Management
Georgia
$3.57M 93,108 +1,104 +1%
IA
21
Insight Advisors
Pennsylvania
$3.42M 89,048 +1,874 +2%
VIM
22
Vista Investment Management
Pennsylvania
$2.82M 73,353 +3,869 +6%
NC
23
NewSquare Capital
Pennsylvania
$2.78M 72,305 +1,620 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.67M 69,528 +64,106 +1,182%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.64M 68,810 -12,554 -15%