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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$12.2K -$64.5K -1,014 -84%
SS
327
Sunbelt Securities
Texas
$11.9K +$64 +1 +0.5%
SIC
328
SJS Investment Consulting
Ohio
$11.6K – – –
SF
329
Safeguard Financial
Wisconsin
$11K +$11K +180 New
CT
330
Colonial Trust
South Carolina
$10.3K – – –
BWP
331
Baldwin Wealth Partners
Massachusetts
$8.4K – – –
LFA
332
Legend Financial Advisors
Pennsylvania
$7.89K – – –
GJIA
333
Glass Jacobson Investment Advisors
Maryland
$7.63K +$7.63K +120 New
SIS
334
Sound Income Strategies
Florida
$6.74K – – –
CIAS
335
Capital Investment Advisory Services
North Carolina
$5.22K +$5.22K +82 New
BWM
336
Baystate Wealth Management
Massachusetts
$5.18K +$64 +1 +1%
ADL
337
Asset Dedication LLC
California
$5K – – –
RTC
338
Riverview Trust Company
Washington
$2.8K – – –
RTL
339
Red Tortoise LLC
Georgia
$1.78K -$2.8K -44 -61%
CMP
340
Coston McIsaac & Partners
Maine
$1K – – –
HNB
341
Huntington National Bank
Ohio
$64 -$62 – –
BlackRock
342
BlackRock
New York
$62 +$62 +1 New
DWM
343
Dakota Wealth Management
Florida
– -$956K -15,461 Closed
BAM
344
Belpointe Asset Management
Nevada
– -$592K -9,563 Closed
TSS
345
Two Sigma Securities
New York
– -$558K -9,022 Closed
SFS
346
Sowell Financial Services
Arkansas
– -$517K -8,354 Closed
ACM
347
Advisors Capital Management
New Jersey
– -$331K -5,357 Closed
OCM
348
One Capital Management
California
– -$283K -4,575 Closed
HAS
349
HBW Advisory Services
California
– -$271K -4,386 Closed
LGA
350
Lebenthal Global Advisors
New York
– -$257K -4,151 Closed
11 12 13
14
15