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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$69.8M
2
FW
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
Morgan Stanley
New York
$225M
4
BBHC
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
Bank of America
North Carolina
$83M
3
LPL Financial
LPL Financial
California
$213M
4
LSPW
Lake Street Private Wealth
Illinois
$0
5
GLLW
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
351
Ridgewood Investments
New Jersey
$34.6K -$8.64K -110 -20%
VNA
352
Valley National Advisers
Pennsylvania
$32K – – –
National Bank of Canada
353
National Bank of Canada
Quebec, Canada
$26.4K – – –
CAL
354
Capital Advisors Ltd
Ohio
$25K – – –
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$24K -$15.1K -200 -39%
ACA
356
Aptus Capital Advisors
Alabama
$23.6K – – –
TFA
357
Toth Financial Advisory
Virginia
$21.1K – – –
TCOV
358
Trust Company of Vermont
Vermont
$19.3K – – –
CIAS
359
Capital Investment Advisory Services
North Carolina
$18.5K – – –
JFA
360
JNBA Financial Advisors
Minnesota
$18K -$20K -255 -53%
SS
361
Sunbelt Securities
Texas
$15.1K +$78 +1 +0.5%
BNP Paribas Financial Markets
362
BNP Paribas Financial Markets
France
$14.9K +$14.9K +190 New
SIC
363
SJS Investment Consulting
Ohio
$14.3K – – –
S
364
Syntrinsic
Colorado
$13.4K – – –
CT
365
Colonial Trust
South Carolina
$12.8K – – –
GJIA
366
Glass Jacobson Investment Advisors
Maryland
$9.43K – – –
SIS
367
Sound Income Strategies
Florida
$8.33K – – –
LFA
368
Legend Financial Advisors
Pennsylvania
$8.17K – – –
ACA
369
American Capital Advisory
Idaho
$6.76K – – –
BLC
370
Brown, Lisle/Cummings
Rhode Island
$3.93K – – –
ADL
371
Asset Dedication LLC
California
$3.46K -$2.99K -38 -46%
FP
372
Financial Perspectives
Minnesota
$1.26K +$1.26K +16 New
GSEP
373
Golden State Equity Partners
California
$1.1K +$1.1K +14 New
PFG
374
Peterson Financial Group
Iowa
$1.04K +$1.04K +13 New
DFA
375
DHJJ Financial Advisors
Illinois
$943 – – –
12 13 14
15
16