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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.4M
3
GW
GW & Wade
Massachusetts
$132M
4
SP
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
Bank of America
North Carolina
$94.2M
3
Ameriprise
Ameriprise
Minnesota
$90.4M
4
OCM
One Capital Management
California
$283K
5
RJA
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
226
St Louis Trust
Missouri
$292K – – –
MWM
227
Marion Wealth Management
Pennsylvania
$291K – – –
CIA
228
Choate Investment Advisors
Massachusetts
$291K – – –
GWP
229
Gateway Wealth Partners
Wisconsin
$291K – – –
PA
230
PFG Advisors
Arizona
$290K +$1.42K +23 +0.5%
PW
231
Peninsula Wealth
California
$288K -$99.7K -1,611 -26%
OCM
232
One Capital Management
California
$283K -$15.5M -250,474 -98%
BPA
233
Beacon Pointe Advisors
California
$280K +$68K +1,100 +32%
CJFS
234
Coulter & Justus Financial Services
Tennessee
$279K – – –
AAS
235
Ameritas Advisory Services
Nebraska
$277K -$54.7K -885 -17%
FCI
236
Financial Counselors Inc
Kansas
$275K +$275K +4,439 New
GCWM
237
Graham Capital Wealth Management
District of Columbia
$272K +$272K +440 New
HAS
238
HBW Advisory Services
California
$271K -$25.2K -408 -9%
Neuberger Berman Group
239
Neuberger Berman Group
New York
$269K -$2.47K -40 -0.9%
IFWM
240
Institute for Wealth Management
Colorado
$258K -$14.2K -230 -5%
LGA
241
Lebenthal Global Advisors
New York
$257K +$62 +1 +0%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$256K -$7.26K -117 -3%
BJL
243
Brighton Jones LLC
Washington
$255K +$1.24K +20 +0.5%
IF
244
Intrua Financial
Texas
$252K -$10.8K -177 -4%
LFS
245
Lutz Financial Services
Nebraska
$250K – – –
IWC
246
Integrated Wealth Concepts
Massachusetts
$248K +$248K +4,013 New
CAL
247
Capital Analysts LLC
Pennsylvania
$247K -$7.92K -128 -3%
RFN
248
Redwood Financial Network
Ohio
$240K +$240K +3,882 New
EWA
249
Exencial Wealth Advisors
Oklahoma
$240K -$23.2K -375 -9%
NCMW
250
Northern Capital Management (Washington)
Washington
$239K – – –
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10
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