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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
Salomon & Ludwin
Virginia
$310K – – –
BPA
227
Beacon Pointe Advisors
California
$308K +$20.1K +316 +7%
CC
228
Courier Capital
New York
$304K – – –
WA
229
WBH Advisory
Maryland
$300K -$45.5K -716 -13%
MWM
230
Marion Wealth Management
Pennsylvania
$300K – – –
CIA
231
Choate Investment Advisors
Massachusetts
$300K – – –
GWP
232
Gateway Wealth Partners
Wisconsin
$299K – – –
SLT
233
St Louis Trust
Missouri
$298K – – –
SKK
234
Shepherd Kaplan Krochuk
Massachusetts
$297K -$12.7K -200 -4%
PW
235
Peninsula Wealth
California
$297K – – –
CJFS
236
Coulter & Justus Financial Services
Tennessee
$287K – – –
PA
237
PFG Advisors
Arizona
$283K -$14.6K -229 -5%
AAS
238
Ameritas Advisory Services
Nebraska
$282K +$879 +14 +0.3%
Neuberger Berman Group
239
Neuberger Berman Group
New York
$276K – – –
FCI
240
Financial Counselors Inc
Kansas
$274K -$8.73K -137 -3%
GEA
241
Glen Eagle Advisors
New Jersey
$272K +$128K +2,020 +90%
C
242
Certuity
Florida
$268K -$77.7K -1,221 -22%
IFWM
243
Institute for Wealth Management
Colorado
$266K – – –
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$263K +$127 +2 +0%
IF
245
Intrua Financial
Texas
$263K +$954 +15 +0.4%
KA
246
Kovack Advisors
Florida
$263K -$1.69M -26,514 -87%
NA
247
NewEdge Advisors
Louisiana
$261K +$249K +3,911 +2,037%
PWA
248
PCG Wealth Advisors
Kansas
$258K +$22.9K +360 +10%
LFS
249
Lutz Financial Services
Nebraska
$257K – – –
IA
250
Insight Advisors
Pennsylvania
$254K -$69.6K -1,095 -21%
8 9
10
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