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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Hudock Inc
Pennsylvania
$70K – – –
TFGT
277
TS Financial Group (TSFG)
Illinois
$67K – – –
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$66K -$9.76K -165 -13%
APC
279
Aspire Private Capital
North Carolina
$64K – – –
CFB
280
Cullen/Frost Bankers
Texas
$59K – – –
BONH
281
Bank of New Hampshire
New Hampshire
$48K – – –
FPS
282
Fieldpoint Private Securities
Connecticut
$47K – – –
LWP
283
Lumature Wealth Partners
Georgia
$47K – – –
NL
284
NVWM LLC
Pennsylvania
$46K – – –
AF
285
Advisornet Financial
Minnesota
$45K – – –
GIA
286
GHP Investment Advisors
Colorado
$44K – – –
VWM
287
Valley Wealth Managers
New Jersey
$42K +$42K +708 New
COCM
288
Charter Oak Capital Management
New Hampshire
$41K – – –
FHA
289
First Horizon Advisors
Tennessee
$40K – – –
RIM
290
Rockbridge Investment Management
New York
$36.9K – – –
GWS
291
Glassman Wealth Services
Virginia
$33K – – –
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$32K – – –
CFD
293
Creative Financial Designs
Indiana
$28K – – –
SWM
294
SeaCrest Wealth Management
New York
$27K +$27K +454 New
TRCT
295
Tower Research Capital (TRC)
New York
$25K -$3.55K -59 -12%
VNA
296
Valley National Advisers
Pennsylvania
$25K – – –
TFA
297
Toth Financial Advisory
Virginia
$25K +$25K +418 New
CA
298
Clearstead Advisors
Ohio
$23K +$176 +3 +0.8%
CFGS
299
Concourse Financial Group Securities
Alabama
$22K -$2.09K -35 -9%
GWSG
300
GPS Wealth Strategies Group
Colorado
$22K +$174 +3 +0.8%
10 11
12
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