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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
226
Willow Creek Wealth Management
California
$425K 5,416 -267 -5%
MA
227
Mutual Advisors
Nebraska
$424K 5,332 +255 +5%
ST
228
Spinnaker Trust
Maine
$421K 5,365 – –
GWAG
229
Garrett Wealth Advisory Group
Texas
$421K 5,359 +205 +4%
FHC
230
First Heartland Consultants
Missouri
$420K 5,350 -2,580 -33%
CWM
231
Cornerstone Wealth Management
Missouri
$417K 5,308 -51 -1%
AWM
232
AE Wealth Management
Kansas
$415K 5,279 +1,042 +25%
FTDI
233
First Trust Direct Indexing
Massachusetts
$401K 5,105 – –
NB
234
Nicolet Bankshares
Wisconsin
$399K 5,084 – –
SCTC
235
Sanibel Captiva Trust Company
Florida
$392K 4,990 +4,990 New
MWM
236
Marion Wealth Management
Pennsylvania
$384K 4,894 – –
CC
237
Courier Capital
New York
$376K 4,780 – –
SL
238
Salomon & Ludwin
Virginia
$374K 4,763 – –
RSWA
239
Robinson Smith Wealth Advisors
Maine
$374K 4,763 – –
GEA
240
Glen Eagle Advisors
New Jersey
$371K 4,722 +205 +5%
SLT
241
St Louis Trust
Missouri
$371K 4,720 – –
CIA
242
Choate Investment Advisors
Massachusetts
$370K 4,710 – –
RG
243
Rathbones Group
United Kingdom
$369K 4,700 – –
RJT
244
Raymond James Trust
Florida
$369K 4,694 -408 -8%
Brown Advisory
245
Brown Advisory
Maryland
$367K 4,674 – –
PWM
246
Perigon Wealth Management
California
$365K 4,644 +4,644 New
AAS
247
Ameritas Advisory Services
Nebraska
$365K 4,640 +9 +0.2%
NFA
248
Northwest Financial Advisors
Virginia
$360K 4,579 -85 -2%
WIP
249
WealthCare Investment Partners
Rhode Island
$344K 4,398 +4,398 New
C
250
Certuity
Florida
$331K 4,214 – –
8 9
10
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