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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 %
VNA
376
Valley National Advisers
Pennsylvania
$31K 410 – –
ACA
377
Aptus Capital Advisors
Alabama
$27.5K 354 +54 +18%
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$26.1K 336 – –
CAL
379
Capital Advisors Ltd
Ohio
$25K 320 – –
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$24K 318 – –
TFA
381
Toth Financial Advisory
Virginia
$20.8K 268 – –
AF
382
Allworth Financial
California
$19.6K 246 +246 New
CWM
383
Centricity Wealth Management
Ohio
$19.4K 250 +250 New
TCOV
384
Trust Company of Vermont
Vermont
$19.1K 246 – –
MSWA
385
Marshall & Sterling Wealth Advisors
New York
$16.5K 213 +213 New
JFA
386
JNBA Financial Advisors
Minnesota
$16K 206 -23 -10%
SS
387
Sunbelt Securities
Texas
$15K 194 +1 +0.5%
SIC
388
SJS Investment Consulting
Ohio
$14.2K 182 – –
CT
389
Colonial Trust
South Carolina
$12.7K 164 – –
FDW
390
Fourth Dimension Wealth
Ohio
$12.4K 160 +160 New
Q1WB
391
Quest 10 Wealth Builders
Virginia
$11.9K 153 +153 New
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$11.5K 147 -1,335 -90%
RMP
393
Richards, Merrill & Peterson
Washington
$9.96K 128 +128 New
GJIA
394
Glass Jacobson Investment Advisors
Maryland
$9.34K 120 – –
SIS
395
Sound Income Strategies
Florida
$8.25K 106 – –
LFA
396
Legend Financial Advisors
Pennsylvania
$8.09K 104 – –
TRCT
397
Tower Research Capital (TRC)
New York
$7.94K 102 -14,034 -99%
FWM
398
FLP Wealth Management
Arkansas
$7.55K 97 +97 New
ACA
399
American Capital Advisory
Idaho
$6.69K 86 – –
BLC
400
Brown, Lisle/Cummings
Rhode Island
$3.89K 50 – –
14 15
16
17 18