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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
276
Concurrent Investment Advisors
Florida
$304K +$304K +3,911 New
SMC
277
Smith, Moore & Co
Missouri
$302K +$467 +6 +0.2%
CWA
278
Centennial Wealth Advisory
Michigan
$299K +$299K +3,847 New
CFG
279
Citizens Financial Group
Rhode Island
$298K +$311 +4 +0.1%
MOS
280
MGO One Seven
Ohio
$297K +$14.1K +181 +5%
DWP
281
Daymark Wealth Partners
Ohio
$297K – – –
UCFA
282
United Capital Financial Advisors
Texas
$293K -$15.6K -200 -5%
IA
283
Insight Advisors
Pennsylvania
$292K -$1.24K -16 -0.4%
JWBC
284
J.W. Burns & Co
New York
$292K – – –
MIAS
285
Mason Investment Advisory Services
Virginia
$291K -$2.02K -26 -0.7%
SFC
286
Strategic Financial Concepts
Texas
$283K +$3.19K +41 +1%
MC
287
Moors & Cabot
Massachusetts
$282K -$20.8K -268 -7%
SSWG
288
Seven Springs Wealth Group
Tennessee
$280K – – –
SSWM
289
Sheets Smith Wealth Management
North Carolina
$278K +$1.01K +13 +0.4%
GC
290
Guidance Capital
Kentucky
$274K +$274K +3,411 New
PFS
291
Prospera Financial Services
Texas
$273K – – –
LFAS
292
Level Four Advisory Services
Texas
$271K – – –
SS
293
SBI Securities
Japan
$270K +$270K +3,468 New
CTWM
294
Cherry Tree Wealth Management
Minnesota
$264K – – –
PWP
295
Precedent Wealth Partners
Texas
$263K -$18.3K -235 -6%
EAM
296
Empirical Asset Management
Massachusetts
$262K – – –
RA
297
Rodgers & Associates
Pennsylvania
$261K +$261K +3,360 New
BOSSRA
298
B.O.S.S. Retirement Advisors
Utah
$260K +$260K +3,341 New
AFO
299
Arrowroot Family Office
California
$257K -$26.3K -338 -9%
VC
300
Vicus Capital
Pennsylvania
$253K -$1.25K -16 -0.5%
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12
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