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WisdomTree US LargeCap Fund

109 hedge funds and large institutions have $529M invested in WisdomTree US LargeCap Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 2 closing their positions.

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
12
Increased
39
Reduced
38
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FGAM
1
Financial Gravity Asset Management
Texas
$124M 3,042,548 +2,914,774 +2,281%
PWS
2
Private Wealth Strategies
Ohio
$68.6M 1,500,452 +5,728 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$56.6M 1,237,100 -60,730 -5%
PAG
4
Private Advisor Group
New Jersey
$43.3M 945,714 +21,442 +2%
LPL Financial
5
LPL Financial
California
$34.6M 755,776 +30,353 +4%
GWAG
6
Garrett Wealth Advisory Group
Texas
$26.7M 584,405 +9,244 +2%
TFG
7
Team Financial Group
California
$18.1M 396,637 +396,637 New
CA
8
Cetera Advisors
Colorado
$13.5M 294,855 -10,354 -3%
IC
9
IEQ Capital
California
$12.1M 265,154
KAS
10
Kestra Advisory Services
Texas
$10.5M 228,727 +1,418 +0.6%
Bank of America
11
Bank of America
North Carolina
$9.06M 198,048 +876 +0.4%
RVPG
12
Relative Value Partners Group
$7.59M 165,828 -13,369 -7%
Creative Planning
13
Creative Planning
Kansas
$5.45M 119,103 -3,368 -3%
AWM
14
AE Wealth Management
Kansas
$4.57M 99,949 +2,984 +3%
AAS
15
Avantax Advisory Services
Texas
$4.57M 99,869 -4,698 -4%
AA
16
Advisory Alpha
Michigan
$4.11M 89,727 -7,424 -8%
MWM
17
Marietta Wealth Management
Georgia
$3.9M 85,346 -86 -0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.9M 85,320 +136 +0.2%
IA
19
Insight Advisors
Pennsylvania
$3.67M 80,284 -108 -0.1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.65M 79,769 -10,299 -11%
NC
21
NewSquare Capital
Pennsylvania
$3.62M 79,120 +280 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.57M 77,984 +27 +0%
VIM
23
Vista Investment Management
Pennsylvania
$3.53M 77,133 +48 +0.1%
Wells Fargo
24
Wells Fargo
California
$3.16M 69,087 -154 -0.2%
PCIA
25
Prime Capital Investment Advisors
Kansas
$3.06M 66,945 -247 -0.4%