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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
251
Stonebrook Private
Michigan
$314K -$19.1K -265 -6%
FCI
252
Financial Counselors Inc
Kansas
$311K – – –
NA
253
NewEdge Advisors
Louisiana
$307K +$18K +250 +6%
EFG
254
Ethos Financial Group
Pennsylvania
$305K -$828K -11,481 -73%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$305K -$31.5K -436 -9%
C
256
Certuity
Florida
$304K – – –
IFWM
257
Institute for Wealth Management
Colorado
$299K -$2.02K -28 -0.7%
AWM
258
AE Wealth Management
Kansas
$294K -$7.04M -97,481 -96%
KLI
259
Kelman-Lazarov Inc
Tennessee
$294K -$152K -2,102 -34%
LFS
260
Lutz Financial Services
Nebraska
$292K – – –
IF
261
Intrua Financial
Texas
$288K +$1.01K +14 +0.4%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$284K +$72 +1 +0%
PWP
263
Precedent Wealth Partners
Texas
$280K – – –
SMC
264
Smith, Moore & Co
Missouri
$279K – – –
DWP
265
Daymark Wealth Partners
Ohio
$276K +$54.6K +756 +25%
IA
266
Insight Advisors
Pennsylvania
$276K – – –
JWBC
267
J.W. Burns & Co
New York
$271K – – –
MIAS
268
Mason Investment Advisory Services
Virginia
$270K -$138K -1,913 -34%
W
269
Wealthquest
Ohio
$267K – – –
BPA
270
Beacon Pointe Advisors
California
$266K +$217 +3 +0.1%
SSWG
271
Seven Springs Wealth Group
Tennessee
$260K – – –
SSWM
272
Sheets Smith Wealth Management
North Carolina
$256K +$144 +2 +0.1%
PFS
273
Prospera Financial Services
Texas
$253K – – –
MC
274
Moors & Cabot
Massachusetts
$247K +$247K +3,421 New
PO
275
Private Ocean
California
$247K – – –
9 10
11
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