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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$51.6M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$9.82M
4
1WM
4
1900 Wealth Management
Texas
$9.69M
5
AP
5
Advisors Preferred
Maryland
$8.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
AAS
4
Avantax Advisory Services
Texas
$6.55M
5
VAG
5
VisionPoint Advisory Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$10.1M 95,095 +62,391 +191%
SWP
27
ShoreHaven Wealth Partners
New Jersey
$9.82M 91,381 +91,381 New
1WM
28
1900 Wealth Management
Texas
$9.69M 90,098 +90,098 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$9.25M 86,080 +7,401 +9%
AP
30
Advisors Preferred
Maryland
$8.55M 80,599 +80,599 New
CI
31
CX Institutional
Indiana
$8.32M 77,394 -7,408 -9%
CCA
32
Clearwater Capital Advisors
Illinois
$8.15M 75,834 -922 -1%
TFA
33
Tobias Financial Advisors
Florida
$8.06M 74,984 +1,568 +2%
BA
34
Bristlecone Advisors
Washington
$7.96M 74,020 +4,661 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$7.75M 72,111 +8,992 +14%
MFP
36
Meridian Financial Partners
Virginia
$7.38M 67,453 +1,057 +2%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$7.24M 67,308 -599 -0.9%
AssetMark Inc
38
AssetMark Inc
California
$6.7M 62,341 -1,686 -3%
AAS
39
Avantax Advisory Services
Texas
$6.55M 60,908 -32,349 -35%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$6.48M 60,267 +1,553 +3%
AWM
41
AE Wealth Management
Kansas
$5.96M 55,398 +55,398 New
JWCA
42
J.W. Cole Advisors
Florida
$5.79M 53,852 +471 +0.9%
DADC
43
D.A. Davidson & Co
Montana
$5.78M 53,742 -1,045 -2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$5.76M 53,601 -4,143 -7%
MWP
45
Moller Wealth Partners
$5.67M 52,706 -2,395 -4%
LSPW
46
Lake Street Private Wealth
Illinois
$5.56M 51,758 -2,791 -5%
SS
47
Simplicity Solutions
Minnesota
$5.42M 50,454 +50,454 New
SP
48
Sarasin & Partners
United Kingdom
$4.84M 44,993 -899 -2%
CAN
49
Cetera Advisor Networks
California
$4.48M 41,708 -40 -0.1%
LW
50
Linscomb Wealth
Texas
$4.12M 38,352 -345 -0.9%
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