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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$69.8M
2
FW
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
Morgan Stanley
New York
$225M
4
BBHC
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
Bank of America
North Carolina
$83M
3
LPL Financial
LPL Financial
California
$213M
4
LSPW
Lake Street Private Wealth
Illinois
$0
5
GLLW
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
251
Financial Counselors Inc
Kansas
$328K -$8.56K -109 -3%
IFWM
252
Institute for Wealth Management
Colorado
$326K – – –
VA
253
Valmark Advisers
Ohio
$318K +$157 +2 +0%
LFS
254
Lutz Financial Services
Nebraska
$318K – – –
KLI
255
Kelman-Lazarov Inc
Tennessee
$316K – – –
SFG
256
Seamount Financial Group
Colorado
$314K +$314K +4,000 New
CW
257
Code Waechter
Florida
$314K +$314K +4,000 New
RT
258
Rockland Trust
Massachusetts
$313K – – –
UCFA
259
United Capital Financial Advisors
Texas
$312K – – –
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$309K – – –
LFG
261
Larson Financial Group
Missouri
$308K +$1.34K +17 +0.4%
MC
262
Moors & Cabot
Massachusetts
$306K +$23.9K +304 +8%
SMC
263
Smith, Moore & Co
Missouri
$304K +$157 +2 +0.1%
HNB
264
Huntington National Bank
Ohio
$304K -$281K – –
CFG
265
Citizens Financial Group
Rhode Island
$300K +$300K +3,825 New
DWP
266
Daymark Wealth Partners
Ohio
$300K – – –
BPA
267
Beacon Pointe Advisors
California
$300K +$236 +3 +0.1%
IA
268
Insight Advisors
Pennsylvania
$296K – – –
MIAS
269
Mason Investment Advisory Services
Virginia
$296K +$393 +5 +0.1%
JWBC
270
J.W. Burns & Co
New York
$295K – – –
AFO
271
Arrowroot Family Office
California
$286K -$134K -1,701 -32%
MOS
272
MGO One Seven
Ohio
$286K +$18.9K +240 +7%
PWP
273
Precedent Wealth Partners
Texas
$284K -$20.7K -263 -7%
SSWG
274
Seven Springs Wealth Group
Tennessee
$283K – – –
SFC
275
Strategic Financial Concepts
Texas
$282K +$282K +3,595 New
9 10
11
12 13