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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

101 hedge funds and large institutions have $334M invested in WisdomTree US LargeCap Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
KAS
2
Kestra Advisory Services
Texas
$9.01M
3
RT
3
Rockland Trust
Massachusetts
$3.02M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$2.9M
5
PWS
5
Private Wealth Strategies
Ohio
$61.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.03M
2
IA
2
IFP Advisors
Florida
$3.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M
4
UBS Group
4
UBS Group
Switzerland
$3.34M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$61.6M +$1.92M +46,126 +3%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M +$19.6M +470,915 +49%
GWAG
3
Garrett Wealth Advisory Group
Texas
$23.4M +$687K +16,518 +3%
DLIC
4
Daido Life Insurance Company
Japan
$22.8M – – –
LPL Financial
5
LPL Financial
California
$20.4M +$992K +23,847 +5%
CA
6
Cetera Advisors
Colorado
$12.9M +$402K +9,660 +3%
RVPG
7
Relative Value Partners Group
$9.73M -$76.6K -1,842 -0.8%
KAS
8
Kestra Advisory Services
Texas
$9.01M +$3.76M +90,370 +72%
Bank of America
9
Bank of America
North Carolina
$8.31M -$645K -15,517 -7%
Creative Planning
10
Creative Planning
Kansas
$5.37M -$486K -11,677 -8%
PAG
11
Private Advisor Group
New Jersey
$4.81M -$421K -75,823 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.8M +$466K +11,207 +11%
AAS
13
Avantax Advisory Services
Texas
$4.37M -$83.4K -2,006 -2%
AWM
14
AE Wealth Management
Kansas
$4.03M -$3.14M -75,574 -44%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.01M +$1.15M +27,614 +40%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.83M -$96.5K -2,321 -2%
Wells Fargo
17
Wells Fargo
California
$3.82M -$1.05M -25,241 -22%
MWM
18
Marietta Wealth Management
Georgia
$3.78M -$92.9K -2,235 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.76M -$132K -3,172 -3%
IA
20
IFP Advisors
Florida
$3.41M -$2.64M -30,840 -44%
UBS Group
21
UBS Group
Switzerland
$3.34M -$1.63M -39,093 -33%
KIA
22
KLR Investment Advisors
Rhode Island
$3.16M +$3.16M +75,941 New
VIM
23
Vista Investment Management
Pennsylvania
$3.16M +$106K +2,545 +3%
NC
24
NewSquare Capital
Pennsylvania
$3.12M +$110K +2,640 +4%
RT
25
Rockland Trust
Massachusetts
$3.02M +$3.02M +72,589 New
1
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