WisdomTree US LargeCap Fund
110 hedge funds and large institutions have $629M invested in WisdomTree US LargeCap Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
110
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$34.9M | |
| 2 | +$10.4M | |
| 3 | +$7.84M | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.51M |
| 5 |
JPMorgan Chase & Co
New York
|
+$4.35M |
Top Sellers
| 1 | -$4.76M | |
| 2 | -$1.78M | |
| 3 | -$1.14M | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$812K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$757K |