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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
226
Stonebridge Capital Advisors
Minnesota
$20K 175 +175 New
CAL
227
Capital Advisors Ltd
Ohio
$18K 160 – –
TCWM
228
Total Clarity Wealth Management
Illinois
$16K 143 +143 New
OCM
229
Orion Capital Management
California
$15K 130 – –
NFG
230
Next Financial Group
Texas
$15K 134 +134 New
BW
231
Bison Wealth
Georgia
$13K 117 – –
JFA
232
JNBA Financial Advisors
Minnesota
$11K 94 -618 -87%
Qube Research & Technologies (QRT)
233
Qube Research & Technologies (QRT)
United Kingdom
$11K 100 +100 New
SFS
234
Sowell Financial Services
Arkansas
$10K 79 -284 -78%
CFGS
235
Concourse Financial Group Securities
Alabama
$10K 83 – –
1WM
236
1900 Wealth Management
Texas
$9.56K 83,372 -6,726 -7%
EIP
237
Ellis Investment Partners
Pennsylvania
$7K 58 +1 +2%
SIS
238
Sound Income Strategies
Florida
$6.08K 53 – –
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$6K 50 – –
GI
240
Gradient Investments
Minnesota
$5K 46 – –
RWB
241
RMR Wealth Builders
New Jersey
$5K 47 +47 New
RTC
242
Riverview Trust Company
Washington
$3K 22 – –
CIAS
243
Capital Investment Advisory Services
North Carolina
$3K 30 – –
TRCT
244
Tower Research Capital (TRC)
New York
$2K 17 – –
FGAM
245
Financial Gravity Asset Management
Texas
$306 3 -9 -75%
AWM
246
AE Wealth Management
Kansas
– – -55,398 Closed
SS
247
Simplicity Solutions
Minnesota
– – -50,454 Closed
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
– – -5,461 Closed
FIM
249
Freedom Investment Management
Connecticut
– – -4,748 Closed
NAS
250
Nicolet Advisory Services
Wisconsin
– – -4,125 Closed
7 8 9
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