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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 %
HNB
326
Huntington National Bank
Ohio
$9.65K -$64 – –
GJIA
327
Glass Jacobson Investment Advisors
Maryland
$7.38K – – –
SIS
328
Sound Income Strategies
Florida
$6.52K – – –
BLC
329
Brown, Lisle/Cummings
Rhode Island
$6.15K -$7.69K -125 -56%
CIAS
330
Capital Investment Advisory Services
North Carolina
$5.04K – – –
BWM
331
Baystate Wealth Management
Massachusetts
$5.04K – – –
ADL
332
Asset Dedication LLC
California
$5K – – –
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$3.44K -$8.36K -136 -71%
RTC
334
Riverview Trust Company
Washington
$2.71K – – –
CMP
335
Coston McIsaac & Partners
Maine
$1K – – –
RTL
336
Red Tortoise LLC
Georgia
$861 -$861 -14 -50%
DFA
337
DHJJ Financial Advisors
Illinois
$738 +$738 +12 New
FGAM
338
Financial Gravity Asset Management
Texas
$319 +$319 +5 New
BWL
339
Bogart Wealth LLC
Virginia
$307 +$307 +5 New
BNP Paribas Financial Markets
340
BNP Paribas Financial Markets
France
$184 +$184 +3 New
Cerity Partners
341
Cerity Partners
New York
– -$2.72M -42,837 Closed
SKK
342
Shepherd Kaplan Krochuk
Massachusetts
– -$297K -4,664 Closed
PA
343
PFG Advisors
Arizona
– -$283K -4,456 Closed
Neuberger Berman Group
344
Neuberger Berman Group
New York
– -$276K -4,344 Closed
DWP
345
Daymark Wealth Partners
Ohio
– -$212K -3,330 Closed
AWM
346
AE Wealth Management
Kansas
– -$210K -3,310 Closed
BTWM
347
Baker Tilly Wealth Management
Wisconsin
– -$204K -3,207 Closed
BHIA
348
Birch Hill Investment Advisors
Massachusetts
– -$204K -3,200 Closed
LNC
349
Lincoln National Corp
Pennsylvania
– -$203K -3,197 Closed
EWA
350
Exencial Wealth Advisors
Oklahoma
– -$203K -3,187 Closed
11 12 13
14
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