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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

108 hedge funds and large institutions have $584M invested in WisdomTree US LargeCap Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
39
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$96.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.9M
3
LPL Financial
3
LPL Financial
California
$58.4M
4
PAG
4
Private Advisor Group
New Jersey
$58.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.37M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$14.9M
2
RVPG
2
Relative Value Partners Group
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$881K
4
AA
4
Advisory Alpha
Michigan
$1.64M
5
KAS
5
Kestra Advisory Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$96.9M 1,703,557 +870,078 +104%
PWS
2
Private Wealth Strategies
Ohio
$72.3M 1,270,305 +16,893 +1%
PAG
3
Private Advisor Group
New Jersey
$58.8M 1,034,205 +52,690 +5%
LPL Financial
4
LPL Financial
California
$58.4M 1,025,913 +57,644 +6%
Morgan Stanley
5
Morgan Stanley
New York
$54.9M 965,727 +64,848 +7%
GWAG
6
Garrett Wealth Advisory Group
Texas
$37.8M 664,438 +20,377 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$24M 422,477 -2,054 -0.5%
TFG
8
Team Financial Group
California
$24M 421,078 +16,095 +4%
IC
9
IEQ Capital
California
$15.1M 265,154 – –
KAS
10
Kestra Advisory Services
Texas
$14.9M 262,144 -38,821 -13%
FGAM
11
Financial Gravity Asset Management
Texas
$14.9M 263,169 -242,815 -48%
Bank of America
12
Bank of America
North Carolina
$11.3M 198,117 -3,035 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$6.37M 112,030 +45,902 +69%
Creative Planning
14
Creative Planning
Kansas
$5.35M 94,133 -49 -0.1%
AAS
15
Avantax Advisory Services
Texas
$5.29M 93,048 -1,982 -2%
MWM
16
Marietta Wealth Management
Georgia
$5.05M 88,849 +350 +0.4%
NC
17
NewSquare Capital
Pennsylvania
$4.75M 83,570 +765 +0.9%
VIM
18
Vista Investment Management
Pennsylvania
$4.59M 80,718 +1,984 +3%
Wells Fargo
19
Wells Fargo
California
$4.53M 79,647 -2,259 -3%
UBS Group
20
UBS Group
Switzerland
$4.34M 76,248 +1,581 +2%
MSAM
21
Moloney Securities Asset Management
Missouri
$3.8M 66,815 +852 +1%
PCIA
22
Prime Capital Investment Advisors
Kansas
$3.64M 64,056 -1,220 -2%
BFG
23
Beacon Financial Group
Texas
$3M 52,790 -979 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.97M 52,217 -2,781 -5%
RT
25
Rockland Trust
Massachusetts
$2.65M 46,656 -1,438 -3%
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