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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
276
Sheets Smith Wealth Management
North Carolina
$280K 3,560 +5 +0.1%
EWA
277
Etesian Wealth Advisors
Oregon
$276K 3,519 +3,519 New
PFS
278
Prospera Financial Services
Texas
$275K 3,506 – –
LFAS
279
Level Four Advisory Services
Texas
$273K 3,487 – –
CTWM
280
Cherry Tree Wealth Management
Minnesota
$267K 3,394 – –
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$266K 3,381 +9 +0.3%
EAM
282
Empirical Asset Management
Massachusetts
$265K 10,531 -700 -6%
SP
283
Stonebrook Private
Michigan
$264K 3,357 +2 +0.1%
VC
284
Vicus Capital
Pennsylvania
$257K 3,271 -2 -0.1%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$252K 3,209 -405 -11%
WCG
286
Weaver Consulting Group
California
$252K 3,202 -100 -3%
BHIA
287
Birch Hill Investment Advisors
Massachusetts
$251K 3,200 – –
CAL
288
Capital Analysts LLC
Pennsylvania
$251K 3,201 +16 +0.5%
AA
289
Ancora Advisors
Ohio
$248K 3,159 – –
GWSG
290
GPS Wealth Strategies Group
Colorado
$247K 3,149 +2 +0.1%
MIM
291
MTM Investment Management
South Carolina
$246K 3,122 – –
MSA
292
Marino Stram & Associates
Massachusetts
$242K 3,076 – –
FC
293
Fusion Capital
South Carolina
$241K 3,062 – –
BJL
294
Brighton Jones LLC
Washington
$238K 3,031 -1,627 -35%
MA
295
MCF Advisors
Kentucky
$236K 3,000 – –
UWM
296
USAdvisors Wealth Management
Minnesota
$234K 2,992 +2,992 New
HI
297
Harbour Investments
Wisconsin
$231K 2,943 – –
PWP
298
Perfromance Wealth Partners
Illinois
$231K 2,940 – –
CAG
299
Csenge Advisory Group
Florida
$229K 2,880 – –
ES
300
Eagle Strategies
New York
$227K 2,896 +2,896 New
10 11
12
13 14