WisdomTree US LargeCap Fund
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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
20.98% less ownership
Funds ownership: 87.65% → 66.67% (-21%)
43% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 46
Holders
111
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$46.2M | |
| 2 | +$19.4M | |
| 3 | +$5.14M | |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$4.07M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.1M |
Top Sellers
| 1 | -$147M | |
| 2 | -$57.2M | |
| 3 | -$14.6M | |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$3.32M |
| 5 |
JPMorgan Chase & Co
New York
|
-$2.83M |