EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

143 hedge funds and large institutions have $778M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
36
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$76.1M
2
EP
2
Essential Planning
New Hampshire
$45.8M
3
FT
3
Fiduciary Trust
Massachusetts
$138M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$45.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.06M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
BWP
2
Baldwin Wealth Partners
Massachusetts
$261K
3
WA
3
Win Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$138M 2,260,703 +126,315 +6%
Lido Advisors
2
Lido Advisors
California
$76.1M 1,244,477 +1,244,477 New
LPL Financial
3
LPL Financial
California
$66.1M 1,081,053 +8,044 +0.7%
PAG
4
Private Advisor Group
New Jersey
$63.3M 1,034,393 +18,050 +2%
Morgan Stanley
5
Morgan Stanley
New York
$59.5M 973,356 -18,208 -2%
EP
6
Essential Planning
New Hampshire
$45.8M 741,411 +729,459 +6,103%
GWAG
7
Garrett Wealth Advisory Group
Texas
$45.5M 744,234 +58,320 +9%
TFG
8
Team Financial Group
California
$26.5M 433,257 +4,758 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$26.1M 425,793 -2,500 -0.6%
IA
10
Integrity Alliance
Iowa
$24.9M 407,310 +407,310 New
IC
11
IEQ Capital
California
$16.2M 265,154 – –
FGC
12
Financial Gravity Companies
Texas
$14.7M 241,029 +8,759 +4%
KAS
13
Kestra Advisory Services
Texas
$12.5M 204,616 +9,890 +5%
Bank of America
14
Bank of America
North Carolina
$12M 196,876 -4,676 -2%
SFO
15
Stenger Family Office
Illinois
$11.4M 186,307 +186,307 New
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$8.57M 140,075 -150 -0.1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$8.02M 131,066 +4,252 +3%
Creative Planning
18
Creative Planning
Kansas
$5.85M 95,635 +5,306 +6%
UBS Group
19
UBS Group
Switzerland
$5.75M 93,992 +8,333 +10%
MWM
20
Marietta Wealth Management
Georgia
$5.58M 91,264 +833 +0.9%
AAS
21
Avantax Advisory Services
Texas
$5.56M 90,947 +899 +1%
Wells Fargo
22
Wells Fargo
California
$5M 81,717 +2,229 +3%
VIM
23
Vista Investment Management
Pennsylvania
$4.99M 81,583 +112 +0.1%
MSAM
24
Moloney Securities Asset Management
Missouri
$4.1M 67,041 +3,257 +5%
NC
25
NewSquare Capital
Pennsylvania
$3.99M 65,153 -18,061 -22%
1
2 3 4 5