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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

103 hedge funds and large institutions have $389M invested in WisdomTree US LargeCap Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
12
Increased
37
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$11.6M
2
LPL Financial
2
LPL Financial
California
$29.5M
3
IAIM
3
International Assets Investment Management
Florida
$2.47M
4
PAG
4
Private Advisor Group
New Jersey
$40M
5
GWAG
5
Garrett Wealth Advisory Group
Texas
$25M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$0
3
RVPG
3
Relative Value Partners Group
$8.15M
4
IA
4
IFP Advisors
Florida
$1.54M
5
MLA
5
My Legacy Advisors
Oregon
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$64.4M 1,473,740 -6,680 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$61.7M 1,411,252 -26,885 -2%
PAG
3
Private Advisor Group
New Jersey
$40M 914,533 +48,661 +6%
LPL Financial
4
LPL Financial
California
$29.5M 673,985 +184,381 +38%
GWAG
5
Garrett Wealth Advisory Group
Texas
$25M 571,163 +8,348 +1%
DLIC
6
Daido Life Insurance Company
Japan
$24M 549,372 – –
CA
7
Cetera Advisors
Colorado
$13.7M 313,117 +2,325 +0.7%
IC
8
IEQ Capital
California
$11.6M 265,154 +265,154 New
KAS
9
Kestra Advisory Services
Texas
$9.33M 213,444 -3,237 -1%
Bank of America
10
Bank of America
North Carolina
$8.87M 202,982 +3,243 +2%
RVPG
11
Relative Value Partners Group
$8.15M 186,450 -47,642 -20%
Creative Planning
12
Creative Planning
Kansas
$5.58M 127,735 -1,505 -1%
AAS
13
Avantax Advisory Services
Texas
$4.62M 105,767 +787 +0.7%
AWM
14
AE Wealth Management
Kansas
$4.1M 93,881 -2,954 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.1M 93,740 -2,684 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.96M 90,543 +4 +0%
MWM
17
Marietta Wealth Management
Georgia
$3.82M 87,385 -3,488 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.77M 86,225 -29,218 -25%
Wells Fargo
19
Wells Fargo
California
$3.57M 81,728 -10,168 -11%
NC
20
NewSquare Capital
Pennsylvania
$3.43M 78,500 +3,555 +5%
UBS Group
21
UBS Group
Switzerland
$3.4M 77,663 -2,635 -3%
VIM
22
Vista Investment Management
Pennsylvania
$3.35M 76,696 +798 +1%
IA
23
Insight Advisors
Pennsylvania
$3.03M 69,348 +5,914 +9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.74M 62,734 +3,520 +6%
IAIM
25
International Assets Investment Management
Florida
$2.47M 46,572 +46,572 New
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