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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$12.1M 100,893 +1,655 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$11.6M 96,504 +7,020 +8%
GVAG
28
Great Valley Advisor Group
Delaware
$11.6M 96,336 +26,160 +37%
CS
29
Comerica Securities
Michigan
$11.5M 95,232 +36,903 +63%
HighTower Advisors
30
HighTower Advisors
Illinois
$11.3M 94,012 +4,007 +4%
TFA
31
Tobias Financial Advisors
Florida
$10.4M 86,021 +2,983 +4%
1WM
32
1900 Wealth Management
Texas
$10.3M 85,461 +2,089 +3%
BA
33
Bristlecone Advisors
Washington
$9.81M 81,487 +5,084 +7%
KAS
34
Kestra Advisory Services
Texas
$9.01M 74,892 -11,293 -13%
LSPW
35
Lake Street Private Wealth
Illinois
$8.59M 71,055 +15,565 +28%
MFP
36
Meridian Financial Partners
Virginia
$8.57M 70,609 +2,038 +3%
CCA
37
Clearwater Capital Advisors
Illinois
$8.37M 69,528 -812 -1%
TCPWM
38
Traverso Chambers Private Wealth Management
California
$8.09M 67,236 -14 -0%
CAN
39
Cetera Advisor Networks
California
$8.03M 66,757 +23,027 +53%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$6.71M 55,774 +1,056 +2%
JWCA
41
J.W. Cole Advisors
Florida
$6.7M 55,693 +602 +1%
MWP
42
Moller Wealth Partners
$6.67M 55,434 -577 -1%
AssetMark Inc
43
AssetMark Inc
California
$6.35M 52,802 -4,247 -7%
DADC
44
D.A. Davidson & Co
Montana
$6.25M 51,905 -530 -1%
CI
45
CX Institutional
Indiana
$5.94M 49,369 -6,600 -12%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$5.78M 48,002 -3,935 -8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$5.23M 43,432 +8,704 +25%
SP
48
Sarasin & Partners
United Kingdom
$4.89M 40,622 -3,741 -8%
SWA
49
Stratos Wealth Advisors
Ohio
$4.71M 39,134 +2,669 +7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$4.3M 35,702 -75,087 -68%
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