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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.4M
3
GW
GW & Wade
Massachusetts
$132M
4
SP
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
Bank of America
North Carolina
$94.2M
3
Ameriprise
Ameriprise
Minnesota
$90.4M
4
OCM
One Capital Management
California
$283K
5
RJA
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$47.9K +$952 +15,383 +2%
NL
302
NVWM LLC
Pennsylvania
$47.9K – – –
AF
303
Advisornet Financial
Minnesota
$47K – – –
GIA
304
GHP Investment Advisors
Colorado
$46.3K – – –
GWSG
305
GPS Wealth Strategies Group
Colorado
$45.9K +$45.9K +742 New
FHA
306
First Horizon Advisors
Tennessee
$41.4K – – –
TFGT
307
TS Financial Group (TSFG)
Illinois
$38K – – –
GWS
308
Glassman Wealth Services
Virginia
$34.5K – – –
RI
309
Ridgewood Investments
New Jersey
$34K +$34K +550 New
VWM
310
Valley Wealth Managers
New Jersey
$33.9K -$9.9K -160 -23%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$33.2K – – –
CFD
312
Creative Financial Designs
Indiana
$29.2K – – –
VNA
313
Valley National Advisers
Pennsylvania
$26K – – –
CA
314
Clearstead Advisors
Ohio
$24.7K +$185 +3 +0.8%
CFGS
315
Concourse Financial Group Securities
Alabama
$22.8K – – –
ACA
316
Aptus Capital Advisors
Alabama
$20.4K +$1.86K +30 +10%
BBHC
317
Brown Brothers Harriman & Co
New York
$20.3K – – –
CAL
318
Capital Advisors Ltd
Ohio
$20K – – –
TFA
319
Toth Financial Advisory
Virginia
$16.6K -$3.09K -50 -16%
TCOV
320
Trust Company of Vermont
Vermont
$15.2K – – –
BWM
321
BerganKDV Wealth Management
Minnesota
$14.5K – – –
BLC
322
Brown, Lisle/Cummings
Rhode Island
$13.9K – – –
ANBT
323
American National Bank & Trust
Texas
$12.4K – – –
NA
324
NewEdge Advisors
Louisiana
$11.9K -$452K -7,311 -97%
SS
325
Sunbelt Securities
Texas
$11.4K +$11.4K +186 New
11 12
13
14 15