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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
Comerica Bank
5
Comerica Bank
Texas
$3.52M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$57.5K +$10.8K +175 +23%
BONH
302
Bank of New Hampshire
New Hampshire
$49.8K – – –
CA
303
Clearstead Advisors
Ohio
$49.8K +$25.1K +408 +101%
NL
304
NVWM LLC
Pennsylvania
$47.6K – – –
PP
305
Pacifica Partners
Canada
$47.3K – – –
GIA
306
GHP Investment Advisors
Colorado
$46.1K – – –
GWS
307
Glassman Wealth Services
Virginia
$45.6K – – –
AAG
308
Armstrong Advisory Group
Massachusetts
$39.1K -$15.2K -247 -28%
TFGT
309
TS Financial Group (TSFG)
Illinois
$38K – – –
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$32.4K – – –
FGA
311
Fortis Group Advisors
New Jersey
$30.7K +$30.7K +500 New
CFD
312
Creative Financial Designs
Indiana
$29K – – –
VNA
313
Valley National Advisers
Pennsylvania
$25K – – –
VWM
314
Valley Wealth Managers
New Jersey
$24.3K -$9.41K -153 -28%
LFA
315
LGT Financial Advisors
Texas
$24.2K +$24.2K +393 New
CAL
316
Capital Advisors Ltd
Ohio
$20K – – –
Bessemer Group
317
Bessemer Group
New Jersey
$19K +$19K +313 New
TFA
318
Toth Financial Advisory
Virginia
$16.5K – – –
TCOV
319
Trust Company of Vermont
Vermont
$15.1K – – –
ANBT
320
American National Bank & Trust
Texas
$12.3K – – –
TFM
321
TFC Financial Management
Massachusetts
$12.3K +$12.3K +200 New
SS
322
Sunbelt Securities
Texas
$11.6K +$62 +1 +0.5%
SIC
323
SJS Investment Consulting
Ohio
$11.2K – – –
S
324
Syntrinsic
Colorado
$10.5K +$10.5K +171 New
CT
325
Colonial Trust
South Carolina
$10.4K – – –
11 12
13
14 15