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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
Wells Fargo
California
$43.7M
3
RVPG
Relative Value Partners Group
$10.3M
4
GVAG
Great Valley Advisor Group
Delaware
$57.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$4.58M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.6M
3
WWM
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
Bank of America
North Carolina
$102M
5
BHB
Bank Hapoalim BM
Israel
$6.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
251
Valmark Advisers
Ohio
$295K +$78.3K +1,076 +36%
LFS
252
Lutz Financial Services
Nebraska
$294K – – –
KLI
253
Kelman-Lazarov Inc
Tennessee
$293K -$3.49K -48 -1%
IF
254
Intrua Financial
Texas
$291K +$1.38K +19 +0.5%
RT
255
Rockland Trust
Massachusetts
$290K -$50.9K -700 -15%
UCFA
256
United Capital Financial Advisors
Texas
$289K -$35.4K -486 -11%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$286K – – –
LFG
258
Larson Financial Group
Missouri
$284K +$284K +3,906 New
PWP
259
Precedent Wealth Partners
Texas
$282K – – –
SMC
260
Smith, Moore & Co
Missouri
$281K – – –
HNB
261
Huntington National Bank
Ohio
$281K -$344K – –
DWP
262
Daymark Wealth Partners
Ohio
$278K – – –
BPA
263
Beacon Pointe Advisors
California
$277K +$9.68K +133 +4%
IA
264
Insight Advisors
Pennsylvania
$274K -$3.42K -47 -1%
MIAS
265
Mason Investment Advisory Services
Virginia
$273K +$1.6K +22 +0.6%
JWBC
266
J.W. Burns & Co
New York
$273K – – –
FFS
267
Founders Financial Securities
Maryland
$263K +$263K +3,618 New
FPAS
268
Focus Partners Advisor Solutions
Missouri
$263K -$44.3K -609 -14%
SSWG
269
Seven Springs Wealth Group
Tennessee
$262K – – –
SFI
270
SPC Financial Inc
Maryland
$262K +$262K +3,600 New
MC
271
Moors & Cabot
Massachusetts
$261K +$12.3K +169 +5%
EFG
272
Ethos Financial Group
Pennsylvania
$259K -$48.8K -670 -16%
SSWM
273
Sheets Smith Wealth Management
North Carolina
$259K +$146 +2 +0.1%
PFS
274
Prospera Financial Services
Texas
$255K – – –
LFAS
275
Level Four Advisory Services
Texas
$254K – – –
9 10
11
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