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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
226
Glen Eagle Advisors
New Jersey
$257K +$153K +2,590 +147%
WCG
227
Weaver Consulting Group
California
$257K +$29.5K +500 +13%
IF
228
Intrua Financial
Texas
$251K -$532 -9 -0.2%
CAL
229
Capital Analysts LLC
Pennsylvania
$246K -$4.37K -74 -2%
PCIA
230
Prime Capital Investment Advisors
Kansas
$242K +$242K +4,097 New
BJL
231
Brighton Jones LLC
Washington
$240K -$83.6K -1,414 -26%
EWA
232
Exencial Wealth Advisors
Oklahoma
$240K +$59 +1 +0%
LFS
233
Lutz Financial Services
Nebraska
$239K +$239K +4,046 New
HBW
234
Hazlett, Burt & Watson
West Virginia
$237K +$1.54K +26 +0.7%
FSC
235
Full Sail Capital
Oklahoma
$236K – – –
MIM
236
MTM Investment Management
South Carolina
$231K – – –
FC
237
Fusion Capital
South Carolina
$229K – – –
BA
238
Bridgewater Advisors
New York
$229K – – –
NCMW
239
Northern Capital Management (Washington)
Washington
$228K – – –
LGA
240
Lebenthal Global Advisors
New York
$224K +$3.12K +53 +1%
JWBC
241
J.W. Burns & Co
New York
$222K – – –
W
242
Wealthquest
Ohio
$218K -$94.3K -1,600 -30%
SSWG
243
Seven Springs Wealth Group
Tennessee
$213K – – –
E
244
ETFidea
New York
$213K – – –
CTFG
245
Capstone Triton Financial Group
Oklahoma
$209K – – –
VA
246
Valmark Advisers
Ohio
$208K +$1K +17 +0.5%
BPA
247
Beacon Pointe Advisors
California
$203K -$56.9K -962 -22%
HI
248
Harbour Investments
Wisconsin
$203K +$203K +3,438 New
PO
249
Private Ocean
California
$202K – – –
FFN
250
Focus Financial Network
Minnesota
$201K +$201K +3,409 New
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10
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