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WisdomTree US LargeCap Fund

117 hedge funds and large institutions have $587M invested in WisdomTree US LargeCap Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
36
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$128M 2,134,388 +430,831 +25%
LPL Financial
2
LPL Financial
California
$64.4M 1,073,009 +47,096 +5%
PAG
3
Private Advisor Group
New Jersey
$61M 1,016,343 -17,862 -2%
Morgan Stanley
4
Morgan Stanley
New York
$59.5M 991,564 +25,837 +3%
GWAG
5
Garrett Wealth Advisory Group
Texas
$41.2M 685,914 +21,476 +3%
TFG
6
Team Financial Group
California
$25.7M 428,499 +7,421 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.7M 428,293 +5,816 +1%
IC
8
IEQ Capital
California
$15.9M 265,154
FGC
9
Financial Gravity Companies
Texas
$13.9M 232,270 +232,270 New
Bank of America
10
Bank of America
North Carolina
$12.1M 201,552 +3,435 +2%
KAS
11
Kestra Advisory Services
Texas
$11.7M 194,726 -67,418 -26%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$8.42M 140,225 +140,225 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$7.61M 126,814 +14,784 +13%
MWM
14
Marietta Wealth Management
Georgia
$5.43M 90,431 +1,582 +2%
Creative Planning
15
Creative Planning
Kansas
$5.42M 90,329 -3,804 -4%
AAS
16
Avantax Advisory Services
Texas
$5.41M 90,048 -3,000 -3%
UBS Group
17
UBS Group
Switzerland
$5.14M 85,659 +9,411 +12%
NC
18
NewSquare Capital
Pennsylvania
$5M 83,214 -356 -0.4%
VIM
19
Vista Investment Management
Pennsylvania
$4.89M 81,471 +753 +0.9%
Wells Fargo
20
Wells Fargo
California
$4.77M 79,488 -159 -0.2%
WWM
21
Western Wealth Management
Colorado
$4.21M 70,105 +70,105 New
PCIA
22
Prime Capital Investment Advisors
Kansas
$3.84M 64,016 -40 -0.1%
MSAM
23
Moloney Securities Asset Management
Missouri
$3.83M 63,784 -3,031 -5%
Betterment LLC
24
Betterment LLC
New York
$3.22M 53,647 +27,416 +105%
BFG
25
Beacon Financial Group
Texas
$3.1M 51,603 -1,187 -2%