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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
251
Brighton Jones LLC
Washington
$254K -$8.84K -139 -3%
WWM
252
Western Wealth Management
Colorado
$246K +$20.9K +328 +9%
RFN
253
Redwood Financial Network
Ohio
$242K -$4.96K -78 -2%
CTFG
254
Capstone Triton Financial Group
Oklahoma
$242K +$2.42K +38 +1%
CAL
255
Capital Analysts LLC
Pennsylvania
$240K -$8.34K -134 -3%
JWBC
256
J.W. Burns & Co
New York
$239K – – –
CTWM
257
Cherry Tree Wealth Management
Minnesota
$239K +$239K +3,756 New
W
258
Wealthquest
Ohio
$235K – – –
MIM
259
MTM Investment Management
South Carolina
$233K – – –
NCMW
260
Northern Capital Management (Washington)
Washington
$230K -$15.3K -240 -6%
SSWG
261
Seven Springs Wealth Group
Tennessee
$229K – – –
SSWM
262
Sheets Smith Wealth Management
North Carolina
$227K -$13K -205 -5%
E
263
ETFidea
New York
$226K – – –
LFAS
264
Level Four Advisory Services
Texas
$225K -$572 -9 -0.3%
PFS
265
Prospera Financial Services
Texas
$223K – – –
PO
266
Private Ocean
California
$218K – – –
TRCT
267
Tower Research Capital (TRC)
New York
$216K -$1.1M -17,358 -84%
MOS
268
MGO One Seven
Ohio
$213K +$1.27K +20 +0.6%
ONB
269
Old National Bancorp
Indiana
$213K – – –
DWP
270
Daymark Wealth Partners
Ohio
$212K +$212K +3,330 New
GWSG
271
GPS Wealth Strategies Group
Colorado
$211K +$163K +2,571 +346%
AWM
272
AE Wealth Management
Kansas
$210K -$191 -3 -0.1%
WCG
273
Weaver Consulting Group
California
$210K +$210K +3,302 New
BTWM
274
Baker Tilly Wealth Management
Wisconsin
$204K +$204K +3,207 New
BHIA
275
Birch Hill Investment Advisors
Massachusetts
$204K +$204K +3,200 New
9 10
11
12 13