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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$367M
2
LPL Financial
LPL Financial
California
$217M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$11.6M
4
ACM
Advisors Capital Management
New Jersey
$8.95M
5
AWM
AE Wealth Management
Kansas
$6.85M

Top Sellers

1
AP
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
Creative Planning
Kansas
$98.4M
5
HWP
Hibernia Wealth Partners
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$360K +$2.19K +33 +0.6%
ST
227
Spinnaker Trust
Maine
$356K – – –
CWM
228
Cornerstone Wealth Management
Missouri
$356K +$3.32K +50 +0.9%
BJL
229
Brighton Jones LLC
Washington
$353K +$110K +1,661 +45%
CAC
230
Certified Advisory Corp
Florida
$352K -$92.7K -1,396 -21%
GWAG
231
Garrett Wealth Advisory Group
Texas
$351K -$47.3K -713 -12%
PS
232
Principal Securities
Iowa
$349K +$349K +5,261 New
NB
233
Nicolet Bankshares
Wisconsin
$337K – – –
FNBT
234
FineMark National Bank & Trust
Florida
$331K – – –
WPC
235
Wedmont Private Capital
Pennsylvania
$326K – – –
SF
236
Synovus Financial
Georgia
$322K -$91.9K -1,382 -22%
CC
237
Courier Capital
New York
$317K – – –
RSWA
238
Robinson Smith Wealth Advisors
Maine
$316K +$316K +4,763 New
SLT
239
St Louis Trust
Missouri
$313K – – –
MWM
240
Marion Wealth Management
Pennsylvania
$313K – – –
CIA
241
Choate Investment Advisors
Massachusetts
$313K – – –
OFS
242
OneAscent Financial Services
Alabama
$312K +$312K +4,696 New
RG
243
Rathbones Group
United Kingdom
$312K – – –
RT
244
Rockland Trust
Massachusetts
$311K -$66.4K -1,000 -18%
PW
245
Peninsula Wealth
California
$309K – – –
FPAS
246
Focus Partners Advisor Solutions
Missouri
$309K -$5.38K -81 -2%
NFA
247
Northwest Financial Advisors
Virginia
$308K +$308K +4,635 New
SP
248
Stonebrook Private
Michigan
$306K +$306K +4,617 New
SL
249
Salomon & Ludwin
Virginia
$299K – – –
GEA
250
Glen Eagle Advisors
New Jersey
$299K – – –
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10
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