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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 %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$24K -$14.3K -200 -37%
CAL
352
Capital Advisors Ltd
Ohio
$23K – – –
ACA
353
Aptus Capital Advisors
Alabama
$21.7K – – –
TFA
354
Toth Financial Advisory
Virginia
$19.3K – – –
TCOV
355
Trust Company of Vermont
Vermont
$17.8K +$17.8K +246 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$17K +$1.73K +24 +11%
RIA
357
Realta Investment Advisors
Delaware
$15.4K +$15.4K +214 New
SS
358
Sunbelt Securities
Texas
$13.7K – – –
SIC
359
SJS Investment Consulting
Ohio
$13.1K – – –
S
360
Syntrinsic
Colorado
$12.3K – – –
CT
361
Colonial Trust
South Carolina
$11.8K – – –
LFA
362
Legend Financial Advisors
Pennsylvania
$9.02K +$5.99K +83 +198%
GJIA
363
Glass Jacobson Investment Advisors
Maryland
$8.66K – – –
SIS
364
Sound Income Strategies
Florida
$7.65K – – –
BLC
365
Brown, Lisle/Cummings
Rhode Island
$7.22K – – –
ADL
366
Asset Dedication LLC
California
$6K – – –
ACA
367
American Capital Advisory
Idaho
$5.32K – – –
RTC
368
Riverview Trust Company
Washington
$3.18K +$3.18K +44 New
CMP
369
Coston McIsaac & Partners
Maine
$1K – – –
DFA
370
DHJJ Financial Advisors
Illinois
$867 – – –
BWL
371
Bogart Wealth LLC
Virginia
$361 – – –
BWM
372
BKM Wealth Management
Wisconsin
– -$4.41M -4,278,236 Closed
MHS
373
M Holdings Securities
Oregon
– -$22.5M -339,383 Closed
ACM
374
Advisors Capital Management
New Jersey
– -$8.95M -134,883 Closed
FFN
375
Focus Financial Network
Minnesota
– -$1.99M -29,925 Closed
12 13 14
15
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