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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
301
FinTrust Capital Advisors
South Carolina
$227K 2,893 – –
TIA
302
Tiemann Investment Advisors
California
$222K 2,824 – –
DFS
303
Dixon Fnancial Services
California
$221K 2,818 +14 +0.5%
FFN
304
Focus Financial Network
Minnesota
$221K 2,807 – –
Vanguard Group
305
Vanguard Group
Pennsylvania
$220K 2,802 – –
AWA
306
Arkadios Wealth Advisors
Georgia
$220K 2,799 +15 +0.5%
MWM
307
Modern Wealth Management
Kansas
$219K 2,794 +2,794 New
CIC
308
Carnegie Investment Counsel
Ohio
$219K 2,786 – –
NS
309
NBC Securities
Alabama
$215K 2,746 +137 +5%
PIM
310
Pullen Investment Management
Florida
$214K 2,722 +2,722 New
NCMW
311
Northern Capital Management (Washington)
Washington
$213K 2,714 +2,714 New
GC
312
Garde Capital
Washington
$212K 2,700 – –
BFW
313
Brady Family Wealth
Missouri
$209K 2,655 +2,655 New
ONB
314
Old National Bancorp
Indiana
$202K 2,571 -235 -8%
EDRH
315
Edmond de Rothschild Holding
Switzerland
$195K 2,480 – –
SWM
316
Spire Wealth Management
Virginia
$170K 2,168 – –
RBC
317
Roble Belko & Company
Pennsylvania
$157K 2,000 – –
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$151K 1,925 +2 +0.1%
Franklin Resources
319
Franklin Resources
California
$135K 1,686 – –
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$116K 1,482 – –
JEST
321
JTC Employer Solutions Trustee
Jersey
$115K 1,465 – –
S
322
SignatureFD
Georgia
$114K 1,447 +20 +1%
CFO
323
CVA Family Office
Colorado
$112K 1,426 – –
WTA
324
Washington Trust Advisors
Massachusetts
$104K 1,325 – –
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$98.1K 1,224 – –
11 12
13
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