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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
KAS
5
Kestra Advisory Services
Texas
$3.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$8.23M 84,802 -84,989 -50%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$7.64M 78,679 +5,332 +7%
CCA
28
Clearwater Capital Advisors
Illinois
$7.45M 76,756 -215 -0.3%
TFA
29
Tobias Financial Advisors
Florida
$7.12M 73,416 +2,424 +3%
BA
30
Bristlecone Advisors
Washington
$6.73M 69,359 +7,598 +12%
TCPWM
31
Traverso Chambers Private Wealth Management
California
$6.59M 67,907 +1,610 +2%
MFP
32
Meridian Financial Partners
Virginia
$6.49M 66,396 +221 +0.3%
AssetMark Inc
33
AssetMark Inc
California
$6.21M 64,027 +10,985 +21%
Osaic Holdings
34
Osaic Holdings
Arizona
$6.09M 63,119 -11,796 -16%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$5.6M 57,744 -2,499 -4%
MWP
36
Moller Wealth Partners
$5.35M 55,101 -7,341 -12%
DADC
37
D.A. Davidson & Co
Montana
$5.32M 54,787 +2,823 +5%
LSPW
38
Lake Street Private Wealth
Illinois
$5.29M 54,549 +1,572 +3%
JWCA
39
J.W. Cole Advisors
Florida
$5.18M 53,381 +3,184 +6%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$5.15M 53,066 +50,595 +2,048%
SP
41
Sarasin & Partners
United Kingdom
$4.45M 45,892 -8,980 -16%
CWM
42
Circle Wealth Management
New Jersey
$4.09M 42,107 +234 +0.6%
CAN
43
Cetera Advisor Networks
California
$4.05M 41,748 -5,770 -12%
MWM
44
Mission Wealth Management
California
$3.82M 39,353 +740 +2%
LW
45
Linscomb Wealth
Texas
$3.76M 38,697 +554 +1%
VAG
46
VisionPoint Advisory Group
Texas
$3.32M 34,162 -25 -0.1%
UCFA
47
United Capital Financial Advisors
Texas
$3.22M 33,179 +726 +2%
KAS
48
Kestra Advisory Services
Texas
$3.1M 32,704 +32,704 New
SWA
49
Stratos Wealth Advisors
Ohio
$3.09M 31,851 +1,460 +5%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$2.99M 30,851 +3,381 +12%
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