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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$11.1M
2
GW
2
GW & Wade
Massachusetts
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$113M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Bank of America
5
Bank of America
North Carolina
$78.5M

Top Sellers

1
TCPWM
1
Traverso Chambers Private Wealth Management
California
$6.43M
2
RJA
2
Raymond James & Associates
Florida
$38.3M
3
PV
3
Private Vista
Illinois
$16.9M
4
RIG
4
RiverFront Investment Group
Virginia
$92.4M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WEC
226
Winslow Evans & Crocker
Massachusetts
$8K 76 – –
ADL
227
Asset Dedication LLC
California
$7K 70 – –
SIS
228
Sound Income Strategies
Florida
$6K 53 – –
GI
229
Gradient Investments
Minnesota
$5K 46 – –
RMAM
230
Raab & Moskowitz Asset Management
New Jersey
$5K 51 +51 New
AIP
231
Ameritas Investment Partners
Nebraska
$4K 41 – –
LAS
232
Lloyd Advisory Services
Georgia
$3K 32 +32 New
WQ
233
Wealth Quarterback
New Jersey
$2.2K 21 +21 New
RTC
234
Riverview Trust Company
Washington
$2K 22 – –
SAM
235
S.A. Mason
Michigan
$2K 20 +20 New
SFG
236
Sowa Financial Group
Rhode Island
$2K 20 +20 New
HNB
237
Huntington National Bank
Ohio
– – – –
M&T Bank
238
M&T Bank
New York
– – -20,948 Closed
VAS
239
Vestmark Advisory Solutions
Massachusetts
– – -9,028 Closed
Citadel Advisors
240
Citadel Advisors
Florida
– – -7,679 Closed
CRC
241
Curi RMB Capital
Illinois
– – -3,244 Closed
FHC
242
First Heartland Consultants
Missouri
– – -2,406 Closed
GSWM
243
Golden State Wealth Management
California
– – -2,299 Closed
GWAG
244
Garrett Wealth Advisory Group
Texas
– – -1,232 Closed
CCM
245
Cribstone Capital Management
Maine
– – -113 Closed
CIAS
246
Capital Investment Advisory Services
North Carolina
– – -30 Closed
CFGS
247
Concourse Financial Group Securities
Alabama
– – – –
BWM
248
Baystate Wealth Management
Massachusetts
$0 1 – –
BlackRock
249
BlackRock
New York
$0 1 +1 New
6 7 8 9
10