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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$98.3M
2
LPL Financial
LPL Financial
California
$124M
3
TFA
Tobias Financial Advisors
Florida
$14M
4
PWMG
Prestige Wealth Management Group
New Jersey
$11.6M
5
Stifel Financial
Stifel Financial
Missouri
$13.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
SWP
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
Advisors Preferred
Maryland
$0
4
MFP
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
276
Charter Oak Capital Management
New Hampshire
$45K +$2.03K +31 +5%
FHA
277
First Horizon Advisors
Tennessee
$44K – – –
RIM
278
Rockbridge Investment Management
New York
$41.2K -$1.85K -28 -4%
GWS
279
Glassman Wealth Services
Virginia
$37K – – –
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$35K – – –
TRCT
281
Tower Research Capital (TRC)
New York
$31K -$518K -7,939 -94%
CFD
282
Creative Financial Designs
Indiana
$31K – – –
VNA
283
Valley National Advisers
Pennsylvania
$27K – – –
CFGS
284
Concourse Financial Group Securities
Alabama
$27K +$15.9K +238 +143%
CA
285
Clearstead Advisors
Ohio
$26K +$67 +1 +0.3%
GWSG
286
GPS Wealth Strategies Group
Colorado
$25K +$66 +1 +0.3%
SCA
287
Stonebridge Capital Advisors
Minnesota
$23K – – –
CDIA
288
Capital Directions Investment Advisors
Georgia
$23K +$23K +350 New
BBHC
289
Brown Brothers Harriman & Co
New York
$22K +$22K +328 New
CAL
290
Capital Advisors Ltd
Ohio
$21K – – –
ACA
291
Aptus Capital Advisors
Alabama
$20K +$20K +300 New
OCM
292
Orion Capital Management
California
$17K – – –
BLC
293
Brown, Lisle/Cummings
Rhode Island
$16.4K – – –
UB
294
UMB Bank
Missouri
$16K +$16K +246 New
AWM
295
Aspire Wealth Management
Massachusetts
$14K +$65 +1 +0.5%
SIC
296
SJS Investment Consulting
Ohio
$12K – – –
JFA
297
JNBA Financial Advisors
Minnesota
$9K -$3K -47 -25%
CCM
298
Cribstone Capital Management
Maine
$8K – – –
SIS
299
Sound Income Strategies
Florida
$7K – – –
ADL
300
Asset Dedication LLC
California
$5K – – –
9 10 11
12
13