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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.

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
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
326
Carnegie Investment Counsel
Ohio
$217K 2,786 – –
Jones Financial Companies
327
Jones Financial Companies
Missouri
$215K 2,769 +2,149 +347%
PIM
328
Pullen Investment Management
Florida
$212K 2,722 – –
NCMW
329
Northern Capital Management (Washington)
Washington
$211K 2,714 – –
GC
330
Garde Capital
Washington
$210K 2,700 – –
BFW
331
Brady Family Wealth
Missouri
$207K 2,655 – –
CCMG
332
Clark Capital Management Group
Pennsylvania
$205K 2,639 +2,639 New
EDRH
333
Edmond de Rothschild Holding
Switzerland
$193K 2,480 – –
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$190K 2,440 +2,440 New
SWM
335
Spire Wealth Management
Virginia
$169K 2,168 – –
RBC
336
Roble Belko & Company
Pennsylvania
$156K 2,000 – –
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$148K 1,900 -25 -1%
NWMP
338
Noble Wealth Management PBC
Colorado
$133K 1,710 +1,710 New
Franklin Resources
339
Franklin Resources
California
$131K 1,686 – –
SMA
340
Sage Mountain Advisors
Georgia
$127K 1,634 +1,634 New
IA
341
IFP Advisors
Florida
$117K 1,502 +500 +50%
OP
342
ORG Partners
Indiana
$117K 1,500 +1,500 New
JEST
343
JTC Employer Solutions Trustee
Jersey
$114K 1,465 – –
S
344
SignatureFD
Georgia
$113K 1,448 +1 +0.1%
CFO
345
CVA Family Office
Colorado
$111K 1,426 – –
WTA
346
Washington Trust Advisors
Massachusetts
$103K 1,325 – –
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$95.2K 1,224 – –
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.3K 1,200 – –
PA
349
PSI Advisors
Florida
$90.7K 1,166 – –
CFB
350
Cullen/Frost Bankers
Texas
$77.5K 996 – –
12 13
14
15 16