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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 %
CDIA
301
Capital Directions Investment Advisors
Georgia
$21K – – –
BBHC
302
Brown Brothers Harriman & Co
New York
$19K – – –
CAL
303
Capital Advisors Ltd
Ohio
$19K – – –
ACA
304
Aptus Capital Advisors
Alabama
$18K – – –
TCWM
305
Total Clarity Wealth Management
Illinois
$17K +$17K +286 New
UB
306
UMB Bank
Missouri
$15K – – –
OCM
307
Orion Capital Management
California
$15K – – –
TCOV
308
Trust Company of Vermont
Vermont
$15K +$15K +246 New
BLC
309
Brown, Lisle/Cummings
Rhode Island
$14.8K – – –
AWM
310
Aspire Wealth Management
Massachusetts
$13K +$60 +1 +0.5%
ANBT
311
American National Bank & Trust
Texas
$12K +$12K +200 New
CCM
312
Cribstone Capital Management
Maine
$9K +$1.65K +27 +23%
JFA
313
JNBA Financial Advisors
Minnesota
$8K – – –
SIS
314
Sound Income Strategies
Florida
$6K – – –
ADL
315
Asset Dedication LLC
California
$5K – – –
RTC
316
Riverview Trust Company
Washington
$3K – – –
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$3K +$3K +56 New
BlackRock
318
BlackRock
New York
$2K +$2K +39 New
GSAM
319
Grant Street Asset Management
Pennsylvania
$694 – – –
BRWM
320
B. Riley Wealth Management
Tennessee
$623 -$13 -214 -2%
FGAM
321
Financial Gravity Asset Management
Texas
$316 -$37 -7 -11%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$98 – – –
CIAS
323
CFS Investment Advisory Services
New Jersey
– -$2K -105,152 Closed
ECM
324
Evergreen Capital Management
Washington
– -$1.22M -18,530 Closed
KWM
325
Kingsview Wealth Management
Oregon
– -$976K -14,847 Closed
10 11 12
13
14