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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

111 hedge funds and large institutions have $563M invested in WisdomTree US LargeCap Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
26
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$46.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$23.5M
3
CA
3
Cetera Advisors
Colorado
$20.9M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$35.7M
5
LPL Financial
5
LPL Financial
California
$53.6M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.9M
3
PWS
3
Private Wealth Strategies
Ohio
$69.4M
4
SAM
4
Smartleaf Asset Management
Massachusetts
$14.9K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$69.4M 1,253,412 -263,864 -17%
PAG
2
Private Advisor Group
New Jersey
$54.4M 981,515 -22,465 -2%
LPL Financial
3
LPL Financial
California
$53.6M 968,269 +55,956 +6%
Morgan Stanley
4
Morgan Stanley
New York
$49.9M 900,879 -1,032,827 -53%
FT
5
Fiduciary Trust
Massachusetts
$46.2M 833,479 +833,479 New
GWAG
6
Garrett Wealth Advisory Group
Texas
$35.7M 644,061 +73,553 +13%
FGAM
7
Financial Gravity Asset Management
Texas
$26.7M 505,984 -2,786,243 -85%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23.5M 424,531 +349,969 +469%
TFG
9
Team Financial Group
California
$22.4M 404,983 -5,376 -1%
CA
10
Cetera Advisors
Colorado
$20.9M 377,046 +92,847 +33%
KAS
11
Kestra Advisory Services
Texas
$16.7M 300,965 -17,813 -6%
IC
12
IEQ Capital
California
$14.7M 265,154 – –
Bank of America
13
Bank of America
North Carolina
$11.1M 201,152 -5,101 -2%
RVPG
14
Relative Value Partners Group
$7.9M 154,812 -311 -0.2%
AAS
15
Avantax Advisory Services
Texas
$5.26M 95,030 -237 -0.2%
Creative Planning
16
Creative Planning
Kansas
$5.22M 94,182 -2,198 -2%
MWM
17
Marietta Wealth Management
Georgia
$4.9M 88,499 +1,968 +2%
AA
18
Advisory Alpha
Michigan
$4.73M 85,295 -3,529 -4%
NC
19
NewSquare Capital
Pennsylvania
$4.59M 82,805 +18,795 +29%
Wells Fargo
20
Wells Fargo
California
$4.54M 81,906 +5,825 +8%
VIM
21
Vista Investment Management
Pennsylvania
$4.36M 78,734 -372 -0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.33M 78,239 -214 -0.3%
UBS Group
23
UBS Group
Switzerland
$4.14M 74,667 +2,086 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.66M 66,128 -51,088 -44%
MSAM
25
Moloney Securities Asset Management
Missouri
$3.65M 65,963 +12,307 +23%
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