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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$234K +$234K +3,776 New
CTFG
252
Capstone Triton Financial Group
Oklahoma
$233K +$309 +5 +0.1%
JWBC
253
J.W. Burns & Co
New York
$232K – – –
W
254
Wealthquest
Ohio
$229K – – –
PWA
255
PCG Wealth Advisors
Kansas
$228K +$228K +3,690 New
MIM
256
MTM Investment Management
South Carolina
$227K – – –
SSWG
257
Seven Springs Wealth Group
Tennessee
$223K – – –
DAS
258
Dynamic Advisor Solutions
Arizona
$221K +$221K +3,567 New
E
259
ETFidea
New York
$220K – – –
LFAS
260
Level Four Advisory Services
Texas
$219K – – –
WWM
261
Western Wealth Management
Colorado
$219K +$3.09K +50 +1%
PFS
262
Prospera Financial Services
Texas
$217K -$193K -3,120 -47%
TF
263
TIAA FSB
Florida
$216K -$7.3K -118 -3%
VA
264
Valmark Advisers
Ohio
$213K +$186 +3 +0.1%
PO
265
Private Ocean
California
$212K – – –
ONB
266
Old National Bancorp
Indiana
$207K – – –
MOS
267
MGO One Seven
Ohio
$206K – – –
AWM
268
AE Wealth Management
Kansas
$205K +$205K +3,313 New
AA
269
Ancora Advisors
Ohio
$195K – – –
MA
270
MCF Advisors
Kentucky
$186K – – –
AIP
271
Ahrens Investment Partners
Louisiana
$180K +$180K +2,910 New
HI
272
Harbour Investments
Wisconsin
$168K – – –
PP
273
Pacifica Partners
Canada
$157K – – –
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$140K – – –
GEA
275
Glen Eagle Advisors
New Jersey
$139K -$22.3K -361 -14%
9 10
11
12 13