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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Frazier Financial Advisors
Ohio
$484K – – –
ATI
227
ARK & TLK Investments
Oklahoma
$483K – – –
WPW
228
Waldron Private Wealth
Pennsylvania
$481K – – –
MWM
229
Modera Wealth Management
New Jersey
$480K -$13.3K -171 -3%
BMM
230
Berkshire Money Management
Massachusetts
$467K +$467K +6,000 New
KA
231
Kovack Advisors
Florida
$465K -$5.83K -75 -1%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$465K -$156 -2 -0%
KWM
233
Kingsview Wealth Management
Oregon
$457K +$457K +5,878 New
GAG
234
GM Advisory Group
New York
$452K +$19.1K +245 +4%
LIA
235
LS Investment Advisors
Michigan
$451K – – –
ABC
236
Associated Banc-Corp
Wisconsin
$448K -$15.6K -200 -3%
MFT
237
Moisand Fitzgerald Tamayo
Florida
$441K – – –
HBW
238
Hazlett, Burt & Watson
West Virginia
$433K +$697 +9 +0.2%
MMPW
239
Mitchell McLeod Pugh & Williams
Alabama
$425K – – –
WCWM
240
Willow Creek Wealth Management
California
$421K – – –
MA
241
Mutual Advisors
Nebraska
$421K +$316 +4 +0.1%
ST
242
Spinnaker Trust
Maine
$417K – – –
CWM
243
Cornerstone Wealth Management
Missouri
$413K – – –
AWM
244
AE Wealth Management
Kansas
$411K +$389 +5 +0.1%
ET
245
Equitable Trust
Tennessee
$401K +$401K +5,149 New
NB
246
Nicolet Bankshares
Wisconsin
$395K – – –
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$395K +$395K +5,079 New
SCTC
248
Sanibel Captiva Trust Company
Florida
$388K – – –
FPAS
249
Focus Partners Advisor Solutions
Missouri
$383K +$133K +1,712 +53%
GWAG
250
Garrett Wealth Advisory Group
Texas
$382K -$34.4K -442 -8%
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