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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 %
SIC
326
SJS Investment Consulting
Ohio
$11.3K – – –
ONST
327
Old North State Trust
North Carolina
$11K – – –
CT
328
Colonial Trust
South Carolina
$10K – – –
BWP
329
Baldwin Wealth Partners
Massachusetts
$8.17K +$8.17K +132 New
LFA
330
Legend Financial Advisors
Pennsylvania
$7.67K -$3.84K -62 -33%
JFA
331
JNBA Financial Advisors
Minnesota
$7.11K – – –
SIS
332
Sound Income Strategies
Florida
$6.56K – – –
BWM
333
Baystate Wealth Management
Massachusetts
$5.01K – – –
ADL
334
Asset Dedication LLC
California
$5K – – –
RTL
335
Red Tortoise LLC
Georgia
$4.45K -$2.78K -45 -38%
RTC
336
Riverview Trust Company
Washington
$2.72K – – –
FGAM
337
Financial Gravity Asset Management
Texas
$331 +$331 +62 New
HNB
338
Huntington National Bank
Ohio
$62 -$62 – –
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
– -$64.3M -1,038,300 Closed
PCM
340
Pennsylvania Capital Management
Pennsylvania
– -$2.31M -36,546 Closed
CA
341
Calton & Associates
Florida
– -$1.64M -26,509 Closed
WEG
342
World Equity Group
Illinois
– -$809K -13,058 Closed
LSAG
343
Lake Street Advisors Group
New Hampshire
– -$688K -11,112 Closed
MCC
344
Money Concepts Capital
Florida
– -$635K -10,252 Closed
HF
345
HRT Financial
New York
– -$622K -10,048 Closed
AR
346
Advisory Research
Illinois
– -$350K -5,653 Closed
WCG
347
Weaver Consulting Group
California
– -$270K -4,352 Closed
LNC
348
Lincoln National Corp
Pennsylvania
– -$216K -3,486 Closed
GM
349
GeoWealth Management
Illinois
– -$205K -3,313 Closed
KWM
350
Keebeck Wealth Management
Illinois
– -$204K -3,294 Closed
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14
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