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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
80
Reduced
87
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.3M
2
JWCA
J.W. Cole Advisors
Florida
+$7.44M
3
Goldman Sachs
Goldman Sachs
New York
+$3.05M
4
Morgan Stanley
Morgan Stanley
New York
+$2.35M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.7M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$11.3M
2
GVAG
Great Valley Advisor Group
Delaware
-$6.14M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.66M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
5
LPL Financial
LPL Financial
California
-$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWG
226
Seven Springs Wealth Group
Tennessee
$238K – – –
PFS
227
Prospera Financial Services
Texas
$232K – – –
CCM
228
Carlson Capital Management
Minnesota
$232K – – –
SPA
229
Sentinel Pension Advisors
Massachusetts
$230K +$230K +3,483 New
CTFG
230
Capstone Triton Financial Group
Oklahoma
$228K +$1.98K +30 +0.9%
PO
231
Private Ocean
California
$226K – – –
AP
232
Adero Partners
California
$223K – – –
PWP
233
Perfromance Wealth Partners
Illinois
$213K +$213K +3,220 New
BHIA
234
Birch Hill Investment Advisors
Massachusetts
$211K +$211K +3,200 New
HI
235
Harbour Investments
Wisconsin
$209K -$134K -2,039 -39%
AWA
236
Arkadios Wealth Advisors
Georgia
$202K +$132 +2 +0.1%
PA
237
PSI Advisors
Florida
$199K -$8.87K -134 -4%
AA
238
Ancora Advisors
Ohio
$174K +$10.9K +166 +7%
PP
239
Pacifica Partners
Canada
$169K +$169K +2,534 New
AIP
240
Ahrens Investment Partners
Louisiana
$166K +$166K +2,518 New
WTA
241
Washington Trust Advisors
Massachusetts
$153K +$153K +2,320 New
CFA
242
Carroll Financial Associates
North Carolina
$131K – – –
GEA
243
Glen Eagle Advisors
New Jersey
$116K – – –
MA
244
MUFG Americas
New York
$113K +$113K +1,710 New
Franklin Resources
245
Franklin Resources
California
$111K – – –
ST
246
Smithfield Trust
Pennsylvania
$106K – – –
JEST
247
JTC Employer Solutions Trustee
Jersey
$97K -$97K -1,465 -50%
CFO
248
CVA Family Office
Colorado
$94K – – –
S
249
SignatureFD
Georgia
$90K – – –
BFEC
250
Benjamin F. Edwards & Company
Missouri
$82K +$199 +3 +0.2%
8 9
10
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