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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WCG
226
Weaver Consulting Group
California
$253K 3,852 – –
JWBC
227
J.W. Burns & Co
New York
$246K 3,750 – –
LGA
228
Lebenthal Global Advisors
New York
$246K 3,747 +1 +0%
FCI
229
Financial Counselors Inc
Kansas
$245K 3,724 -104 -3%
RF
230
Rollins Financial
Georgia
$241K 3,672 -970 -21%
SSWG
231
Seven Springs Wealth Group
Tennessee
$237K 3,600 – –
E
232
ETFidea
New York
$237K 3,600 -1,146 -24%
CCM
233
Carlson Capital Management
Minnesota
$231K 3,518 – –
PFS
234
Prospera Financial Services
Texas
$230K 3,506 – –
VA
235
Valmark Advisers
Ohio
$230K 3,504 +3,504 New
PO
236
Private Ocean
California
$225K 3,420 – –
AP
237
Adero Partners
California
$222K 3,378 – –
CTFG
238
Capstone Triton Financial Group
Oklahoma
$220K 3,455 -5 -0.1%
PWP
239
Perfromance Wealth Partners
Illinois
$212K 3,220 – –
BHIA
240
Birch Hill Investment Advisors
Massachusetts
$210K 3,200 – –
MA
241
MCF Advisors
Kentucky
$197K 3,000 +3,000 New
IA
242
IFP Advisors
Florida
$176K 1,952 +1,222 +167%
AA
243
Ancora Advisors
Ohio
$173K 2,638 – –
AIP
244
Ahrens Investment Partners
Louisiana
$171K 2,598 +80 +3%
PP
245
Pacifica Partners
Canada
$162K 2,534 – –
PA
246
PSI Advisors
Florida
$154K 2,334 -674 -22%
SWM
247
Spire Wealth Management
Virginia
$142K 2,168 -16,996 -89%
WTA
248
Washington Trust Advisors
Massachusetts
$139K 2,110 -210 -9%
BC
249
Bartlett & Co
Ohio
$125K 1,900 +1,900 New
BCWM
250
Bartlett & Co Wealth Management
Ohio
$125K 1,900 +1,900 New
8 9
10
11 12