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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
226
GPS Wealth Strategies Group
Colorado
$52K +$120 +2 +0.2%
COCM
227
Charter Oak Capital Management
New Hampshire
$48K -$6.67K -112 -12%
LWP
228
Lumature Wealth Partners
Georgia
$48K – – –
SNT
229
Security National Trust
West Virginia
$48K – – –
NL
230
NVWM LLC
Pennsylvania
$47K – – –
IA
231
IFP Advisors
Florida
$44K -$72.3K -1,200 -62%
WQ
232
Wealth Quarterback
New Jersey
$42K +$42K +686 New
SCA
233
Stonebridge Capital Advisors
Minnesota
$41K +$20.5K +350 +100%
FHA
234
First Horizon Advisors
Tennessee
$40K – – –
PA
235
Perennial Advisors
New York
$36K – – –
CFD
236
Creative Financial Designs
Indiana
$28K – – –
LWM
237
Liberty Wealth Management
California
$25K – – –
VNA
238
Valley National Advisers
Pennsylvania
$25K – – –
CA
239
Clearstead Advisors
Ohio
$23K +$120 +2 +0.5%
HNB
240
Huntington National Bank
Ohio
$21K – – –
ASN
241
Advisory Services Network
Georgia
$20K +$20K +330 New
CAL
242
Capital Advisors Ltd
Ohio
$19K – – –
NFG
243
Next Financial Group
Texas
$16K – – –
OCM
244
Orion Capital Management
California
$16K – – –
Simplex Trading
245
Simplex Trading
Illinois
$12K -$97.3K -1,622 -89%
JFA
246
JNBA Financial Advisors
Minnesota
$11K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$10K – – –
SIS
248
Sound Income Strategies
Florida
$6K – – –
EIP
249
Ellis Investment Partners
Pennsylvania
$6K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$5K +$5K +86 New
7 8 9
10
11