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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$181M
2
Bank of America
Bank of America
North Carolina
+$47.3M
3
ACM
Advisors Capital Management
New Jersey
+$46.5M
4
Ameriprise
Ameriprise
Minnesota
+$38M
5
LPL Financial
LPL Financial
California
+$19.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$51.4M
2
SP
Sarasin & Partners
United Kingdom
-$3.66M
3
AP
Advisors Preferred
Maryland
-$2.5M
4
Creative Planning
Creative Planning
Kansas
-$2.46M
5
Jane Street
Jane Street
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
Marion Wealth Management
Pennsylvania
$381K – – –
PA
252
PFG Advisors
Arizona
$374K +$374K +4,811 New
RMCM
253
Reynders McVeigh Capital Management
Massachusetts
$373K -$77.7K -1,000 -17%
CC
254
Courier Capital
New York
$372K – – –
RSWA
255
Robinson Smith Wealth Advisors
Maine
$371K – – –
SL
256
Salomon & Ludwin
Virginia
$368K -$2.96K -38 -0.8%
SLT
257
St Louis Trust
Missouri
$367K – – –
SAM
258
SignalPoint Asset Management
Missouri
$367K -$72.8K -936 -17%
CIA
259
Choate Investment Advisors
Massachusetts
$366K – – –
RG
260
Rathbones Group
United Kingdom
$366K – – –
OFS
261
OneAscent Financial Services
Alabama
$365K +$365K +4,696 New
AAS
262
Ameritas Advisory Services
Nebraska
$351K -$9.96K -128 -3%
BPA
263
Beacon Pointe Advisors
California
$335K +$38.4K +493 +13%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$330K +$67.3K +866 +26%
C
265
Certuity
Florida
$328K – – –
Citadel Advisors
266
Citadel Advisors
Florida
$327K -$975K -12,540 -75%
FCI
267
Financial Counselors Inc
Kansas
$324K – – –
IFWM
268
Institute for Wealth Management
Colorado
$318K -$4.98K -64 -2%
VA
269
Valmark Advisers
Ohio
$315K – – –
KLI
270
Kelman-Lazarov Inc
Tennessee
$313K – – –
WC
271
Wolfstich Capital
Massachusetts
$313K +$313K +4,024 New
SFG
272
Seamount Financial Group
Colorado
$311K – – –
CW
273
Code Waechter
Florida
$311K – – –
RT
274
Rockland Trust
Massachusetts
$310K – – –
LFG
275
Larson Financial Group
Missouri
$306K +$1.32K +17 +0.4%
9 10
11
12 13