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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.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
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
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
376
Bogart Wealth LLC
Virginia
$157 2 -3 -60%
CMP
377
Coston McIsaac & Partners
Maine
$1 16 – –
LSPW
378
Lake Street Private Wealth
Illinois
– – -141,082 Closed
TWD
379
True Wealth Design
Ohio
– – -44,631 Closed
IAIM
380
International Assets Investment Management
Florida
– – -33,417 Closed
GS
381
GTS Securities
New York
– – -23,262 Closed
HOWA
382
Heritage Oak Wealth Advisors
Florida
– – -10,117 Closed
HF
383
HRT Financial
New York
– – -6,492 Closed
FNBT
384
FineMark National Bank & Trust
Florida
– – -4,990 Closed
OFS
385
OneAscent Financial Services
Alabama
– – -4,696 Closed
IF
386
Intrua Financial
Texas
– – -4,007 Closed
FFS
387
Founders Financial Securities
Maryland
– – -3,618 Closed
SFI
388
SPC Financial Inc
Maryland
– – -3,600 Closed
EFG
389
Ethos Financial Group
Pennsylvania
– – -3,558 Closed
LNB
390
Ledyard National Bank
– – -2,818 Closed
SMA
391
Sage Mountain Advisors
Georgia
– – -1,635 Closed
NL
392
NVWM LLC
Pennsylvania
– – -385 Closed
RIA
393
Realta Investment Advisors
Delaware
– – -289 Closed
TWP
394
Triad Wealth Partners
Kansas
– – -184 Closed
RTC
395
Riverview Trust Company
Washington
– – -44 Closed
CFGS
396
Concourse Financial Group Securities
Alabama
– – – –
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