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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
226
First Trust Direct Indexing
Massachusetts
$369K +$369K +5,105 New
NB
227
Nicolet Bankshares
Wisconsin
$367K – – –
MA
228
Mutual Advisors
Nebraska
$366K -$34.8K -482 -9%
BJL
229
Brighton Jones LLC
Washington
$365K -$18.8K -260 -5%
FNBT
230
FineMark National Bank & Trust
Florida
$360K – – –
BSW
231
Buckingham Strategic Wealth
Missouri
$357K -$213K -2,950 -37%
RJT
232
Raymond James Trust
Florida
$353K -$46.1K -638 -12%
SL
233
Salomon & Ludwin
Virginia
$352K – – –
SF
234
Synovus Financial
Georgia
$348K -$1.66K -23 -0.5%
WPC
235
Wedmont Private Capital
Pennsylvania
$348K – – –
CC
236
Courier Capital
New York
$345K – – –
RSWA
237
Robinson Smith Wealth Advisors
Maine
$344K – – –
HNB
238
Huntington National Bank
Ohio
$344K -$66 – –
MWM
239
Marion Wealth Management
Pennsylvania
$340K – – –
CIA
240
Choate Investment Advisors
Massachusetts
$340K – – –
RG
241
Rathbones Group
United Kingdom
$339K – – –
OFS
242
OneAscent Financial Services
Alabama
$339K – – –
RT
243
Rockland Trust
Massachusetts
$338K – – –
PW
244
Peninsula Wealth
California
$337K – – –
NFA
245
Northwest Financial Advisors
Virginia
$335K +$866 +12 +0.3%
SLT
246
St Louis Trust
Missouri
$327K – – –
Brown Advisory
247
Brown Advisory
Maryland
$327K -$64.6K -895 -17%
GEA
248
Glen Eagle Advisors
New Jersey
$326K +$144 +2 +0%
AAS
249
Ameritas Advisory Services
Nebraska
$324K +$324K +4,671 New
UCFA
250
United Capital Financial Advisors
Texas
$322K – – –
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10
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