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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.6K – – –
BFEC
327
Benjamin F. Edwards & Company
Missouri
$86K +$72 +1 +0.1%
PA
328
PSI Advisors
Florida
$84.2K -$2.6K -36 -3%
OIA
329
Optimum Investment Advisors
Illinois
$81.6K – – –
APC
330
Aspire Private Capital
North Carolina
$78K – – –
AF
331
Advisornet Financial
Minnesota
$76.6K – – –
IA
332
IFP Advisors
Florida
$72.3K – – –
BCWM
333
Bartlett & Co Wealth Management
Ohio
$65K -$24K -333 -27%
FMTCOCP
334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K – – –
BONH
335
Bank of New Hampshire
New Hampshire
$58.5K – – –
IGWM
336
ICA Group Wealth Management
Colorado
$58.2K +$13.4K +185 +30%
PP
337
Pacifica Partners
Canada
$55.8K – – –
GIA
338
GHP Investment Advisors
Colorado
$54K – – –
CT
339
Cambridge Trust
Massachusetts
$43.2K – – –
CPA
340
Clear Point Advisors
New York
$42.3K – – –
AAG
341
Armstrong Advisory Group
Massachusetts
$42.2K – – –
TFGT
342
TS Financial Group (TSFG)
Illinois
$41K -$3.58K -50 -8%
JFA
343
JNBA Financial Advisors
Minnesota
$40.4K +$5.49K +76 +16%
FGA
344
Fortis Group Advisors
New Jersey
$36.1K -$36.1K -500 -50%
GI
345
GAMMA Investing
California
$34.1K – – –
CFD
346
Creative Financial Designs
Indiana
$34.1K – – –
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$33.9K +$15.2K +210 +81%
VNA
348
Valley National Advisers
Pennsylvania
$29K – – –
NL
349
NVWM LLC
Pennsylvania
$27.8K -$28.1K -389 -50%
BNP Paribas Financial Markets
350
BNP Paribas Financial Markets
France
$25.1K +$25.1K +348 New
12 13
14
15 16