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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$189M
2
LPL Financial
LPL Financial
California
+$17.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.7M
4
ACM
Advisors Capital Management
New Jersey
+$8.95M
5
AWM
AE Wealth Management
Kansas
+$6.85M

Top Sellers

1
AP
Advisors Preferred
Maryland
-$9.08M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.79M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.78M
4
Creative Planning
Creative Planning
Kansas
-$5.63M
5
HWP
Hibernia Wealth Partners
Louisiana
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$296K -$1.99K -30 -0.7%
AllianceBernstein
252
AllianceBernstein
Tennessee
$293K +$293K +4,410 New
FCI
253
Financial Counselors Inc
Kansas
$286K -$59.8K -901 -17%
KCIC
254
Kuhn & Co Investment Counsel
Illinois
$280K +$280K +4,220 New
C
255
Certuity
Florida
$280K – – –
IFWM
256
Institute for Wealth Management
Colorado
$277K – – –
LFS
257
Lutz Financial Services
Nebraska
$269K – – –
NA
258
NewEdge Advisors
Louisiana
$268K +$67 +1 +0%
CTFG
259
Capstone Triton Financial Group
Oklahoma
$268K +$398 +6 +0.1%
IF
260
Intrua Financial
Texas
$264K +$1.53K +23 +0.6%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$261K – – –
PWP
262
Precedent Wealth Partners
Texas
$258K +$258K +3,881 New
SMC
263
Smith, Moore & Co
Missouri
$257K +$257K +3,869 New
VC
264
Vicus Capital
Pennsylvania
$257K +$398 +6 +0.2%
IA
265
Insight Advisors
Pennsylvania
$254K -$5.71K -86 -2%
JWBC
266
J.W. Burns & Co
New York
$249K – – –
W
267
Wealthquest
Ohio
$246K – – –
BPA
268
Beacon Pointe Advisors
California
$244K -$162K -2,448 -40%
IWC
269
Integrated Wealth Concepts
Massachusetts
$240K +$240K +3,623 New
SSWG
270
Seven Springs Wealth Group
Tennessee
$239K – – –
SSWM
271
Sheets Smith Wealth Management
North Carolina
$236K -$1.46K -22 -0.6%
PFS
272
Prospera Financial Services
Texas
$233K – – –
LFAS
273
Level Four Advisory Services
Texas
$231K -$3.32K -50 -1%
PWA
274
PCG Wealth Advisors
Kansas
$231K -$36.2K -545 -14%
PO
275
Private Ocean
California
$227K – – –
9 10
11
12 13