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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
276
Cherry Tree Wealth Management
Minnesota
$245K – – –
MOS
277
MGO One Seven
Ohio
$244K +$794 +11 +0.3%
VC
278
Vicus Capital
Pennsylvania
$244K -$34.8K -482 -12%
IWC
279
Integrated Wealth Concepts
Massachusetts
$239K -$22.7K -315 -9%
WCG
280
Weaver Consulting Group
California
$238K – – –
E
281
ETFidea
New York
$236K -$6.93K -96 -3%
LNC
282
Lincoln National Corp
Pennsylvania
$232K +$361 +5 +0.2%
LFAS
283
Level Four Advisory Services
Texas
$231K – – –
BHIA
284
Birch Hill Investment Advisors
Massachusetts
$231K – – –
CAL
285
Capital Analysts LLC
Pennsylvania
$229K +$1.01K +14 +0.4%
AA
286
Ancora Advisors
Ohio
$228K – – –
MIM
287
MTM Investment Management
South Carolina
$225K – – –
GWSG
288
GPS Wealth Strategies Group
Colorado
$225K +$4.26K +59 +2%
MSA
289
Marino Stram & Associates
Massachusetts
$222K – – –
KCIC
290
Kuhn & Co Investment Counsel
Illinois
$222K -$83K -1,150 -27%
FC
291
Fusion Capital
South Carolina
$221K – – –
ONB
292
Old National Bancorp
Indiana
$218K -$1.73K -24 -0.8%
MA
293
MCF Advisors
Kentucky
$217K – – –
EF
294
Empowered Funds
Pennsylvania
$215K +$215K +2,980 New
VA
295
Valmark Advisers
Ohio
$215K +$215K +2,972 New
HI
296
Harbour Investments
Wisconsin
$212K – – –
PWP
297
Perfromance Wealth Partners
Illinois
$212K +$212K +2,940 New
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$211K -$2.76M -38,216 -93%
FCA
299
FinTrust Capital Advisors
South Carolina
$209K – – –
CAG
300
Csenge Advisory Group
Florida
$208K +$208K +2,880 New
10 11
12
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