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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
Comerica Bank
5
Comerica Bank
Texas
$3.52M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$242K +$74.3K +1,209 +44%
IA
252
Insight Advisors
Pennsylvania
$240K -$5.78K -94 -2%
VC
253
Vicus Capital
Pennsylvania
$237K -$135K -2,188 -36%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$237K -$28.8K -449 -11%
JWBC
255
J.W. Burns & Co
New York
$231K – – –
W
256
Wealthquest
Ohio
$228K – – –
MIM
257
MTM Investment Management
South Carolina
$225K – – –
BJL
258
Brighton Jones LLC
Washington
$225K -$20.6K -335 -8%
NCMW
259
Northern Capital Management (Washington)
Washington
$223K – – –
SSWG
260
Seven Springs Wealth Group
Tennessee
$221K – – –
SSWM
261
Sheets Smith Wealth Management
North Carolina
$220K +$123 +2 +0.1%
E
262
ETFidea
New York
$218K – – –
LFAS
263
Level Four Advisory Services
Texas
$217K – – –
PFS
264
Prospera Financial Services
Texas
$216K – – –
PO
265
Private Ocean
California
$210K – – –
CTWM
266
Cherry Tree Wealth Management
Minnesota
$209K -$22.3K -362 -10%
MOS
267
MGO One Seven
Ohio
$207K +$984 +16 +0.5%
ONB
268
Old National Bancorp
Indiana
$206K – – –
RFN
269
Redwood Financial Network
Ohio
$204K -$29.8K -485 -13%
GWSG
270
GPS Wealth Strategies Group
Colorado
$204K +$184 +3 +0.1%
WCG
271
Weaver Consulting Group
California
$203K – – –
AA
272
Ancora Advisors
Ohio
$194K – – –
CAL
273
Capital Analysts LLC
Pennsylvania
$192K -$44.7K -728 -19%
MA
274
MCF Advisors
Kentucky
$184K – – –
NS
275
NBC Securities
Alabama
$174K +$174K +2,831 New
9 10
11
12 13