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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
FI
3
FIDELIS iM
Oregon
$7.87M
4
GVAG
4
Great Valley Advisor Group
Delaware
$18M
5
Creative Planning
5
Creative Planning
Kansas
$64.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$12.1M 101,378 -1,207 -1%
CS
27
Comerica Securities
Michigan
$11.6M 97,060 +1,828 +2%
TFA
28
Tobias Financial Advisors
Florida
$11.3M 95,058 +9,037 +11%
Osaic Holdings
29
Osaic Holdings
Arizona
$11.3M 94,249 -2,255 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$9.96M 83,444 -10,568 -11%
LSPW
31
Lake Street Private Wealth
Illinois
$9.93M 83,230 +12,175 +17%
BA
32
Bristlecone Advisors
Washington
$9.61M 80,525 -962 -1%
KAS
33
Kestra Advisory Services
Texas
$9.41M 78,914 +4,022 +5%
MFP
34
Meridian Financial Partners
Virginia
$8.8M 72,736 +2,127 +3%
1WM
35
1900 Wealth Management
Texas
$8.65M 72,522 -12,939 -15%
CAN
36
Cetera Advisor Networks
California
$8.6M 72,123 +5,366 +8%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$8.09M 67,797 +561 +0.8%
CCA
38
Clearwater Capital Advisors
Illinois
$8.08M 67,761 -1,767 -3%
FI
39
FIDELIS iM
Oregon
$7.87M 65,960 +65,960 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$7.48M 62,730 +29,419 +88%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$6.65M 55,770 +20,068 +56%
DADC
42
D.A. Davidson & Co
Montana
$6.56M 55,014 +3,109 +6%
MWP
43
Moller Wealth Partners
$6.52M 54,666 -768 -1%
CI
44
CX Institutional
Indiana
$6.5M 54,494 +5,125 +10%
AP
45
Advisors Preferred
Maryland
$6.47M 53,726 +28,723 +115%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$6.47M 54,196 -1,578 -3%
AssetMark Inc
47
AssetMark Inc
California
$5.91M 49,561 -3,241 -6%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$5.61M 47,050 -952 -2%
PAG
49
Private Advisor Group
New Jersey
$5.25M 44,000 +17,284 +65%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$4.91M 41,176 +6,713 +19%
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