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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
Ameriprise
Minnesota
$51.6M
3
AP
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
LPL Financial
California
$70M
5
KAS
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
Morgan Stanley
New York
$143M
4
AAS
Avantax Advisory Services
Texas
$6.55M
5
VAG
VisionPoint Advisory Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$17K – – –
CAL
227
Capital Advisors Ltd
Ohio
$17K – – –
OCM
228
Orion Capital Management
California
$14K +$14K +260 New
BW
229
Bison Wealth
Georgia
$13K – – –
SIM
230
Sonora Investment Management
Arizona
$11K -$23.5K -428 -68%
RPWA
231
Regent Peak Wealth Advisors
Georgia
$10K +$10K +192 New
CFGS
232
Concourse Financial Group Securities
Alabama
$9K -$108 -2 -1%
SIS
233
Sound Income Strategies
Florida
$6K – – –
EIP
234
Ellis Investment Partners
Pennsylvania
$6K +$105 +2 +2%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$5K – – –
GI
236
Gradient Investments
Minnesota
$4K – – –
CIAS
237
Capital Investment Advisory Services
North Carolina
$3K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$2K -$617K -10,490 -100%
RTC
239
Riverview Trust Company
Washington
$2K – – –
FGAM
240
Financial Gravity Asset Management
Texas
$1K +$1K +24 New
VAG
241
VisionPoint Advisory Group
Texas
– -$3.32M -68,324 Closed
HighTower Advisors
242
HighTower Advisors
Illinois
– -$1.79M -36,794 Closed
BRWM
243
B. Riley Wealth Management
Tennessee
– -$431K -8,874 Closed
PW
244
Peninsula Wealth
California
– -$309K -6,372 Closed
Prudential Financial
245
Prudential Financial
New Jersey
– -$225K -4,636 Closed
WCG
246
Weaver Consulting Group
California
– -$129K -2,652 Closed
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
– -$96K -1,980 Closed
HFA
248
Hoover Financial Advisors
Pennsylvania
– -$61K -1,250 Closed
FHA
249
Flagship Harbor Advisors
Massachusetts
– -$55K -1,136 Closed
PFS
250
Prospera Financial Services
Texas
– -$45K -918 Closed
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