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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.7M
2
SWP
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
Creative Planning
Kansas
$49.5M
4
JWCA
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
Red Cedar Investment Management
Michigan
$0
2
Bank of America
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.96M
5
SPIA
Steward Partners Investment Advisory
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cornerstone Wealth Management
Missouri
– -$346K -8,550 Closed
ACA
227
Ackerman Capital Advisors
Texas
– -$310K -7,670 Closed
AT
228
Arden Trust
Delaware
– -$292K -7,214 Closed
Wolverine Trading
229
Wolverine Trading
Illinois
– -$280K -6,786 Closed
TI
230
Trexquant Investment
Connecticut
– -$268K -6,614 Closed
PO
231
Private Ocean
California
– -$250K -6,198 Closed
VA
232
Valmark Advisers
Ohio
– -$249K -6,150 Closed
WWM
233
Western Wealth Management
Colorado
– -$237K -5,878 Closed
PPA
234
Parametric Portfolio Associates
Washington
– -$233K -5,746 Closed
HC
235
HNP Capital
New York
– -$226K -5,312 Closed
MFG
236
Merit Financial Group
Georgia
– -$207K -5,106 Closed
TWA
237
TCI Wealth Advisors
Arizona
– -$134K -3,320 Closed
SMFS
238
Squar Milner Financial Services
California
– -$90K -2,240 Closed
CG
239
Cutler Group
California
– -$80K -1,998 Closed
AIC
240
Ameritas Investment Company
Nebraska
– -$79K -1,942 Closed
NFG
241
Next Financial Group
Texas
– -$21K -518 Closed
WAP
242
Wealthcare Advisory Partners
Pennsylvania
– -$19K -466 Closed
ASN
243
Advisory Services Network
Georgia
– -$18K -440 Closed
QCG
244
Quadrant Capital Group
Ohio
– -$11K -280 Closed
MWM
245
MBE Wealth Management
Wisconsin
– -$8K -198 Closed
GSWM
246
Golden State Wealth Management
California
– -$8K -186 Closed
CBT
247
Capital Bank & Trust
California
– -$4K -110 Closed
FGAM
248
Financial Gravity Asset Management
Texas
– -$4.25K -104 Closed
WQ
249
Wealth Quarterback
New Jersey
– -$1.7K -42 Closed
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