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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
301
Stonebrook Private
Michigan
$252K -$9.49K -122 -4%
CAL
302
Capital Analysts LLC
Pennsylvania
$250K +$1.32K +17 +0.5%
WCG
303
Weaver Consulting Group
California
$249K – – –
BHIA
304
Birch Hill Investment Advisors
Massachusetts
$249K – – –
AA
305
Ancora Advisors
Ohio
$246K – – –
GWSG
306
GPS Wealth Strategies Group
Colorado
$245K +$233 +3 +0.1%
MIM
307
MTM Investment Management
South Carolina
$243K – – –
CSP
308
Cary Street Partners
Virginia
$241K +$241K +3,095 New
MSA
309
Marino Stram & Associates
Massachusetts
$239K – – –
ISFAN
310
Investor's Fiduciary Advisor Network
Washington
$239K +$239K +3,079 New
FC
311
Fusion Capital
South Carolina
$238K – – –
MA
312
MCF Advisors
Kentucky
$233K – – –
PWM
313
PMG Wealth Management
Illinois
$233K +$233K +3,000 New
UWM
314
USAdvisors Wealth Management
Minnesota
$233K +$931 +12 +0.4%
HI
315
Harbour Investments
Wisconsin
$229K – – –
Vanguard Group
316
Vanguard Group
Pennsylvania
$228K +$10K +129 +5%
ES
317
Eagle Strategies
New York
$226K +$856 +11 +0.4%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K +$145K +1,800 +180%
CAG
319
Csenge Advisory Group
Florida
$224K – – –
DFS
320
Dixon Fnancial Services
California
$220K +$1.17K +15 +0.5%
PWP
321
Perfromance Wealth Partners
Illinois
$220K -$8.95K -115 -4%
TIA
322
Tiemann Investment Advisors
California
$220K – – –
AWA
323
Arkadios Wealth Advisors
Georgia
$219K +$1.17K +15 +0.5%
FFN
324
Focus Financial Network
Minnesota
$218K – – –
BJL
325
Brighton Jones LLC
Washington
$218K -$18.3K -235 -8%
11 12
13
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