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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $731M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
49
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$9.22M
2
FT
Fiduciary Trust
Massachusetts
+$9.14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.92M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.72M
5
Bank of America
Bank of America
North Carolina
+$4.62M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43.3M
2
Lido Advisors
Lido Advisors
California
-$20.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
5
AI
Atria Investments
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$143M +$9.14M +154,232 +7%
LPL Financial
2
LPL Financial
California
$67.1M +$2.98M +50,208 +5%
PAG
3
Private Advisor Group
New Jersey
$63.7M +$2.41M +40,594 +4%
Morgan Stanley
4
Morgan Stanley
New York
$58.5M +$777K +13,102 +1%
Lido Advisors
5
Lido Advisors
California
$53.6M -$20.2M -340,610 -27%
GWAG
6
Garrett Wealth Advisory Group
Texas
$46.2M +$2.04M +34,349 +5%
IA
7
Integrity Alliance
Iowa
$33.4M +$9.22M +155,456 +38%
TFG
8
Team Financial Group
California
$25.3M -$404K -6,820 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$25.1M -$156K -2,630 -0.6%
Bank of America
10
Bank of America
North Carolina
$16.3M +$4.62M +77,947 +40%
IC
11
IEQ Capital
California
$15.7M – – –
FGAM
12
Financial Gravity Asset Management
Texas
$15.5M +$15.5M +260,707 New
KAS
13
Kestra Advisory Services
Texas
$13.1M +$979K +16,508 +8%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$8.27M -$37.4K -631 -0.5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.83M +$55.8K +941 +0.7%
UBS Group
16
UBS Group
Switzerland
$6.76M +$1.18M +19,986 +21%
AAS
17
Avantax Advisory Services
Texas
$6.14M +$751K +12,677 +14%
MWM
18
Marietta Wealth Management
Georgia
$5.71M +$300K +5,058 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.59M +$4.92M +82,920 +731%
Creative Planning
20
Creative Planning
Kansas
$5.57M -$102K -1,722 -2%
VIM
21
Vista Investment Management
Pennsylvania
$4.87M +$34.1K +576 +0.7%
Wells Fargo
22
Wells Fargo
California
$4.84M -$3.91K -66 -0.1%
FWA
23
Flagship Wealth Advisors
Massachusetts
$4.72M +$4.72M +79,626 New
MSAM
24
Moloney Securities Asset Management
Missouri
$4.08M +$111K +1,867 +3%
NC
25
NewSquare Capital
Pennsylvania
$3.87M +$9.07K +153 +0.2%
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