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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

99 hedge funds and large institutions have $415M invested in WisdomTree US LargeCap Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
31
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$4.54M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$3.14M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.86M
5
PWS
5
Private Wealth Strategies
Ohio
$69.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.35M
4
UBS Group
4
UBS Group
Switzerland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$69.8M 1,494,724 +20,984 +1%
Morgan Stanley
2
Morgan Stanley
New York
$60.6M 1,297,830 -113,422 -8%
PAG
3
Private Advisor Group
New Jersey
$43.4M 924,272 +9,739 +1%
LPL Financial
4
LPL Financial
California
$33.9M 725,423 +51,438 +8%
GWAG
5
Garrett Wealth Advisory Group
Texas
$26.9M 575,161 +3,998 +0.7%
DLIC
6
Daido Life Insurance Company
Japan
$25.7M 549,372 – –
CA
7
Cetera Advisors
Colorado
$14.3M 305,209 -7,908 -3%
IC
8
IEQ Capital
California
$12.4M 265,154 – –
KAS
9
Kestra Advisory Services
Texas
$10.6M 227,309 +13,865 +6%
Bank of America
10
Bank of America
North Carolina
$9.21M 197,172 -5,810 -3%
RVPG
11
Relative Value Partners Group
$8.37M 179,197 -7,253 -4%
Creative Planning
12
Creative Planning
Kansas
$5.72M 122,471 -5,264 -4%
AAS
13
Avantax Advisory Services
Texas
$4.88M 104,567 -1,200 -1%
AA
14
Advisory Alpha
Michigan
$4.54M 97,151 +89,730 +1,209%
AWM
15
AE Wealth Management
Kansas
$4.53M 96,965 +3,084 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.21M 90,068 -3,672 -4%
MWM
17
Marietta Wealth Management
Georgia
$3.99M 85,432 -1,953 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.98M 85,184 -1,041 -1%
IA
19
Insight Advisors
Pennsylvania
$3.76M 80,392 +11,044 +16%
NC
20
NewSquare Capital
Pennsylvania
$3.68M 78,840 +340 +0.4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.64M 77,957 -12,586 -14%
VIM
22
Vista Investment Management
Pennsylvania
$3.6M 77,085 +389 +0.5%
Wells Fargo
23
Wells Fargo
California
$3.23M 69,241 -12,487 -15%
PCIA
24
Prime Capital Investment Advisors
Kansas
$3.14M 67,192 +67,192 New
UBS Group
25
UBS Group
Switzerland
$2.84M 60,839 -16,824 -22%
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