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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Cribstone Capital Management
Maine
$8K +$54 +1 +0.7%
SIS
302
Sound Income Strategies
Florida
$6K – – –
ADL
303
Asset Dedication LLC
California
$4K – – –
RTC
304
Riverview Trust Company
Washington
$2K – – –
CIAS
305
CFS Investment Advisory Services
New Jersey
$2K +$2K +88,416 New
BlackRock
306
BlackRock
New York
$1K -$2.25K -27 -69%
FHC
307
First Heartland Consultants
Missouri
$503 – – –
FGAM
308
Financial Gravity Asset Management
Texas
$296 -$22 -4 -7%
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$116 +$18 +310 +19%
HF
310
HRT Financial
New York
– -$1.9M -32,110 Closed
FTS
311
Fifth Third Securities
Ohio
– -$1.03M -17,434 Closed
OMC
312
Old Mission Capital
Illinois
– -$710K -12,015 Closed
HAS
313
HBW Advisory Services
California
– -$628K -10,628 Closed
AT
314
American Trust
Kentucky
– -$501K -8,474 Closed
ARC
315
Advisor Resource Council
Texas
– -$432K -7,315 Closed
OFS
316
OneAscent Financial Services
Alabama
– -$386K -6,527 Closed
SLT
317
St Louis Trust
Missouri
– -$279K -4,720 Closed
FSC
318
Full Sail Capital
Oklahoma
– -$236K -3,990 Closed
BA
319
Bridgewater Advisors
New York
– -$229K -3,878 Closed
SSWG
320
Seven Springs Wealth Group
Tennessee
– -$213K -3,600 Closed
E
321
ETFidea
New York
– -$213K -3,600 Closed
VA
322
Valmark Advisers
Ohio
– -$208K -3,521 Closed
BPA
323
Beacon Pointe Advisors
California
– -$203K -3,434 Closed
FFN
324
Focus Financial Network
Minnesota
– -$201K -3,409 Closed
AIP
325
Ahrens Investment Partners
Louisiana
– -$154K -2,598 Closed
10 11 12
13
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