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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.

New
Increased
Maintained
Reduced
Closed
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
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
401
Asset Dedication LLC
California
$3.42K – – –
FP
402
Financial Perspectives
Minnesota
$1.25K – – –
CMP
403
Coston McIsaac & Partners
Maine
$1K – – –
DFA
404
DHJJ Financial Advisors
Illinois
$934 – – –
NS
405
NBC Securities
Alabama
$257 -$235K -2,743 -100%
BWL
406
Bogart Wealth LLC
Virginia
$156 – – –
HNB
407
Huntington National Bank
Ohio
$78 -$304K – –
SP
408
Sarasin & Partners
United Kingdom
– -$3.66M -46,577 Closed
Jane Street
409
Jane Street
New York
– -$1.81M -23,032 Closed
Prudential Financial
410
Prudential Financial
New Jersey
– -$878K -11,178 Closed
DAS
411
Dynamic Advisor Solutions
Arizona
– -$771K -9,812 Closed
VT
412
Vise Technologies
New York
– -$585K -7,452 Closed
CF
413
Convergence Financial
Missouri
– -$489K -6,228 Closed
AWM
414
Axxcess Wealth Management
California
– -$428K -5,446 Closed
FHC
415
First Heartland Consultants
Missouri
– -$420K -5,350 Closed
FTDI
416
First Trust Direct Indexing
Massachusetts
– -$401K -5,105 Closed
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
– -$309K -3,931 Closed
ONB
418
Old National Bancorp
Indiana
– -$202K -2,571 Closed
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
– -$88.6K -1,128 Closed
APC
420
Aspire Private Capital
North Carolina
– -$84.8K -1,080 Closed
MDCM
421
Morgan Dempsey Capital Management
Wisconsin
– -$75.5K -961 Closed
CPA
422
Clear Point Advisors
New York
– -$46K -586 Closed
BNP Paribas Financial Markets
423
BNP Paribas Financial Markets
France
– -$14.9K -190 Closed
GSEP
424
Golden State Equity Partners
California
– -$1.1K -14 Closed
13 14 15 16
17