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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$11.9M 103,694 -2,593 -2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$11.4M 99,238 +13,158 +15%
SWP
28
ShoreHaven Wealth Partners
New Jersey
$10.9M 94,710 +3,329 +4%
HighTower Advisors
29
HighTower Advisors
Illinois
$10.3M 90,005 +90,005 New
Osaic Holdings
30
Osaic Holdings
Arizona
$10.3M 89,484 +17,373 +24%
KAS
31
Kestra Advisory Services
Texas
$9.88M 86,185 -8,910 -9%
TFA
32
Tobias Financial Advisors
Florida
$9.52M 83,038 +8,054 +11%
BA
33
Bristlecone Advisors
Washington
$8.76M 76,403 +2,383 +3%
MFP
34
Meridian Financial Partners
Virginia
$8.1M 68,571 +1,118 +2%
CCA
35
Clearwater Capital Advisors
Illinois
$8.07M 70,340 -5,494 -7%
GVAG
36
Great Valley Advisor Group
Delaware
$8.05M 70,176 +43,999 +168%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$7.71M 67,250 -58 -0.1%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$7.06M 61,543 +1,276 +2%
AP
39
Advisors Preferred
Maryland
$6.86M 59,520 -21,079 -26%
CS
40
Comerica Securities
Michigan
$6.69M 58,329 +31,071 +114%
AssetMark Inc
41
AssetMark Inc
California
$6.54M 57,049 -5,292 -8%
MWP
42
Moller Wealth Partners
$6.42M 56,011 +3,305 +6%
CI
43
CX Institutional
Indiana
$6.42M 55,969 -21,425 -28%
LSPW
44
Lake Street Private Wealth
Illinois
$6.36M 55,490 +3,732 +7%
JWCA
45
J.W. Cole Advisors
Florida
$6.32M 55,091 +1,239 +2%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$6.28M 54,718 +43,277 +378%
DADC
47
D.A. Davidson & Co
Montana
$6.01M 52,435 -1,307 -2%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$5.96M 51,937 -1,664 -3%
SP
49
Sarasin & Partners
United Kingdom
$5.09M 44,363 -630 -1%
CAN
50
Cetera Advisor Networks
California
$5.02M 43,730 +2,022 +5%
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