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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
80
Reduced
87
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$116M
2
JWCA
J.W. Cole Advisors
Florida
$7.44M
3
Goldman Sachs
Goldman Sachs
New York
$19.7M
4
Morgan Stanley
Morgan Stanley
New York
$194M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.16M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$0
2
GVAG
Great Valley Advisor Group
Delaware
$14.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$394K
5
LPL Financial
LPL Financial
California
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
276
Total Clarity Wealth Management
Illinois
$19K – – –
OCM
277
Orion Capital Management
California
$17K – – –
BLC
278
Brown, Lisle/Cummings
Rhode Island
$16.5K +$16.5K +250 New
AWM
279
Aspire Wealth Management
Massachusetts
$14K +$14K +214 New
JFA
280
JNBA Financial Advisors
Minnesota
$12K – – –
SIC
281
SJS Investment Consulting
Ohio
$12K +$12K +182 New
CFGS
282
Concourse Financial Group Securities
Alabama
$11K – – –
CCM
283
Cribstone Capital Management
Maine
$8K – – –
SIS
284
Sound Income Strategies
Florida
$7K – – –
ADL
285
Asset Dedication LLC
California
$6K -$8.05K -110 -57%
AA
286
Addison Advisors
Vermont
$1K – – –
FHC
287
First Heartland Consultants
Missouri
$643 -$13 -190 -2%
FGAM
288
Financial Gravity Asset Management
Texas
$353 +$321 +60 +1,000%
RTC
289
Riverview Trust Company
Washington
$3 – – –
TFA
290
Tobias Financial Advisors
Florida
– -$11.3M -190,116 Closed
Citadel Advisors
291
Citadel Advisors
Florida
– -$3.1M -52,042 Closed
Jane Street
292
Jane Street
New York
– -$580K -9,720 Closed
LNC
293
Lincoln National Corp
Pennsylvania
– -$470K -7,886 Closed
MA
294
MCF Advisors
Kentucky
– -$179K -3,000 Closed
Barclays
295
Barclays
United Kingdom
– -$166K -2,776 Closed
GRP
296
Global Retirement Partners
California
– -$157K -2,634 Closed
WT
297
Washington Trust
Rhode Island
– -$138K -2,320 Closed
BCWM
298
Bartlett & Co Wealth Management
Ohio
– -$131K -2,200 Closed
PWA
299
Phoenix Wealth Advisors
North Carolina
– -$131K -2,200 Closed
BC
300
Bartlett & Co
Ohio
– -$131K -2,200 Closed
9 10 11
12
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