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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
GVAG
3
Great Valley Advisor Group
Delaware
$18M
4
Creative Planning
4
Creative Planning
Kansas
$64.4M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$7.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
251
Total Clarity Wealth Management
Illinois
$17K +$17K +286 New
NFG
252
Next Financial Group
Texas
$16K – – –
OCM
253
Orion Capital Management
California
$16K – – –
Simplex Trading
254
Simplex Trading
Illinois
$12K – – –
JFA
255
JNBA Financial Advisors
Minnesota
$11K – – –
ADL
256
Asset Dedication LLC
California
$11K +$11K +192 New
CFGS
257
Concourse Financial Group Securities
Alabama
$10K – – –
RTL
258
Red Tortoise LLC
Georgia
$8K +$8K +278 New
CCM
259
Cribstone Capital Management
Maine
$7K +$7K +120 New
SIS
260
Sound Income Strategies
Florida
$6K – – –
EIP
261
Ellis Investment Partners
Pennsylvania
$6K – – –
CIAS
262
Capital Investment Advisory Services
North Carolina
$4K – – –
RTC
263
Riverview Trust Company
Washington
$3K – – –
AA
264
Addison Advisors
Vermont
$1K – – –
BU
265
BBVA USA
Alabama
$1K – – –
JWCA
266
J.W. Cole Advisors
Florida
– -$6.7M -111,386 Closed
SFA
267
Sequoia Financial Advisors
Ohio
– -$410K -6,810 Closed
ARC
268
Advisor Resource Council
Texas
– -$394K -6,554 Closed
EWA
269
Exencial Wealth Advisors
Oklahoma
– -$334K -5,550 Closed
BTWM
270
Baker Tilly Wealth Management
Wisconsin
– -$239K -3,974 Closed
Wolverine Trading
271
Wolverine Trading
Illinois
– -$231K -3,848 Closed
CIC
272
Carnegie Investment Counsel
Ohio
– -$216K -3,598 Closed
PA
273
Perennial Advisors
New York
– -$36K -606 Closed
ASN
274
Advisory Services Network
Georgia
– -$20K -330 Closed
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
– -$5K -86 Closed
7 8 9 10
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