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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 228 increasing their positions, 8 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
228
Reduced
8
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
LPL Financial
4
LPL Financial
California
$110M
5
GW
5
GW & Wade
Massachusetts
$91.6M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$394K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.71M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$13.3M 201,015 +99,637 +98%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$13.2M 199,232 +97,017 +95%
CS
28
Comerica Securities
Michigan
$12.9M 194,583 +97,523 +100%
Osaic Holdings
29
Osaic Holdings
Arizona
$12.2M 184,577 +90,328 +96%
KAS
30
Kestra Advisory Services
Texas
$11.3M 170,426 +91,512 +116%
LSPW
31
Lake Street Private Wealth
Illinois
$11.1M 168,812 +85,582 +103%
HighTower Advisors
32
HighTower Advisors
Illinois
$11M 166,816 +83,372 +100%
BA
33
Bristlecone Advisors
Washington
$9.86M 149,354 +68,829 +85%
CAN
34
Cetera Advisor Networks
California
$9.7M 146,809 +74,686 +104%
MFP
35
Meridian Financial Partners
Virginia
$9.56M 147,416 +74,680 +103%
1WM
36
1900 Wealth Management
Texas
$9.32M 141,165 +68,643 +95%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$9.02M 136,520 +68,723 +101%
FI
38
FIDELIS iM
Oregon
$8.95M 135,546 +69,586 +105%
CCA
39
Clearwater Capital Advisors
Illinois
$8.54M 129,271 +61,510 +91%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$7.54M 114,161 +51,431 +82%
DADC
41
D.A. Davidson & Co
Montana
$7.51M 113,769 +58,755 +107%
JWCA
42
J.W. Cole Advisors
Florida
$7.44M 112,605 +112,605 New
CI
43
CX Institutional
Indiana
$7.26M 109,851 +55,357 +102%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$7.16M 108,385 +54,189 +100%
MWP
45
Moller Wealth Partners
$7.13M 107,989 +53,323 +98%
PAG
46
Private Advisor Group
New Jersey
$6.85M 103,664 +59,664 +136%
AP
47
Advisors Preferred
Maryland
$6.33M 95,502 +41,776 +78%
AssetMark Inc
48
AssetMark Inc
California
$6.12M 92,683 +43,122 +87%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$6.12M 92,693 +45,643 +97%
SWA
50
Stratos Wealth Advisors
Ohio
$5.46M 82,695 +42,690 +107%
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