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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.7M
2
SWP
2
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
3
Creative Planning
Kansas
$49.5M
4
JWCA
4
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
5
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
1
Red Cedar Investment Management
Michigan
$0
2
Bank of America
2
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.96M
5
SPIA
5
Steward Partners Investment Advisory
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PV
26
Private Vista
Illinois
$7.99M 86,056 -50,529 -37%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7.48M 80,561 +12,563 +18%
CCA
28
Clearwater Capital Advisors
Illinois
$7.15M 76,971 -7,709 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$6.96M 74,915 -112,527 -60%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$6.81M 73,347 +12,032 +20%
TFA
31
Tobias Financial Advisors
Florida
$6.59M 70,992 -12,949 -15%
MFP
32
Meridian Financial Partners
Virginia
$6.28M 66,175 +804 +1%
TCPWM
33
Traverso Chambers Private Wealth Management
California
$6.16M 66,297 +1,688 +3%
MWP
34
Moller Wealth Partners
$5.8M 62,442 +25,516 +69%
BA
35
Bristlecone Advisors
Washington
$5.74M 61,761 +10,390 +20%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$5.6M 60,243 -7,405 -11%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$5.58M 60,100 +13,060 +28%
Jane Street
38
Jane Street
New York
$5.47M 58,933 +50,005 +560%
AAS
39
Avantax Advisory Services
Texas
$5.36M 57,767 -17,653 -23%
SP
40
Sarasin & Partners
United Kingdom
$5.1M 54,872 -4,160 -7%
AssetMark Inc
41
AssetMark Inc
California
$4.93M 53,042 -9,565 -15%
LSPW
42
Lake Street Private Wealth
Illinois
$4.92M 52,977 -532 -1%
DADC
43
D.A. Davidson & Co
Montana
$4.83M 51,964 +3,067 +6%
JWCA
44
J.W. Cole Advisors
Florida
$4.66M 50,197 +50,197 New
CAN
45
Cetera Advisor Networks
California
$4.41M 47,518 +1,833 +4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$4.09M 43,981 -19,096 -30%
CWM
47
Circle Wealth Management
New Jersey
$3.89M 41,873 +194 +0.5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.82M 41,130 +41,130 New
Truist Financial
49
Truist Financial
North Carolina
$3.77M 40,549 +1,234 +3%
CAM
50
Cresset Asset Management
Illinois
$3.67M 39,498 +39,498 New
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