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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

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.

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
37
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.9M
2
FGAM
2
Financial Gravity Asset Management
Texas
$137M
3
LPL Financial
3
LPL Financial
California
$45.7M
4
KAS
4
Kestra Advisory Services
Texas
$16M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.87M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$381K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
Creative Planning
3
Creative Planning
Kansas
$4.83M
4
IA
4
IFP Advisors
Florida
$0
5
NC
5
NewSquare Capital
Pennsylvania
$3.21M
Name Market Value Shares Shares
Change 		Shares
Change %
FGAM
1
Financial Gravity Asset Management
Texas
$137M 3,292,227 +249,679 +8%
Morgan Stanley
2
Morgan Stanley
New York
$96.9M 1,933,706 +696,606 +56%
PWS
3
Private Wealth Strategies
Ohio
$76M 1,517,276 +16,824 +1%
PAG
4
Private Advisor Group
New Jersey
$50.3M 1,003,980 +58,266 +6%
LPL Financial
5
LPL Financial
California
$45.7M 912,313 +156,537 +21%
GWAG
6
Garrett Wealth Advisory Group
Texas
$28.6M 570,508 -13,897 -2%
TFG
7
Team Financial Group
California
$20.6M 410,359 +13,722 +3%
KAS
8
Kestra Advisory Services
Texas
$16M 318,778 +90,051 +39%
CA
9
Cetera Advisors
Colorado
$14.2M 284,199 -10,656 -4%
IC
10
IEQ Capital
California
$13.3M 265,154 – –
Bank of America
11
Bank of America
North Carolina
$10.3M 206,253 +8,205 +4%
RVPG
12
Relative Value Partners Group
$7.77M 155,123 -10,705 -6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$5.87M 117,216 +86,822 +286%
Creative Planning
14
Creative Planning
Kansas
$4.83M 96,380 -22,723 -19%
AAS
15
Avantax Advisory Services
Texas
$4.77M 95,267 -4,602 -5%
AA
16
Advisory Alpha
Michigan
$4.45M 88,824 -903 -1%
MWM
17
Marietta Wealth Management
Georgia
$4.34M 86,531 +1,185 +1%
IA
18
Insight Advisors
Pennsylvania
$4.1M 81,746 +1,462 +2%
VIM
19
Vista Investment Management
Pennsylvania
$3.96M 79,106 +1,973 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.93M 78,453 +469 +0.6%
Wells Fargo
21
Wells Fargo
California
$3.81M 76,081 +6,994 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.77M 75,227 -10,093 -12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.74M 74,562 -5,207 -7%
UBS Group
24
UBS Group
Switzerland
$3.64M 72,581 +12,033 +20%
PCIA
25
Prime Capital Investment Advisors
Kansas
$3.35M 66,871 -74 -0.1%
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