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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
26
Tobias Financial Advisors
Florida
$14M 213,533 +213,533 New
Stifel Financial
27
Stifel Financial
Missouri
$13.4M 203,866 +128,541 +171%
SPIA
28
Steward Partners Investment Advisory
New York
$13.3M 202,774 +1,759 +0.9%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$12.6M 191,948 -7,284 -4%
KAS
30
Kestra Advisory Services
Texas
$12.1M 184,680 +14,254 +8%
CS
31
Comerica Securities
Michigan
$11.9M 180,601 -13,982 -7%
PWMG
32
Prestige Wealth Management Group
New Jersey
$11.6M 177,088 +173,338 +4,622%
LSPW
33
Lake Street Private Wealth
Illinois
$11.5M 175,632 +6,820 +4%
BA
34
Bristlecone Advisors
Washington
$11.4M 173,463 +24,109 +16%
HighTower Advisors
35
HighTower Advisors
Illinois
$10.9M 166,569 -247 -0.1%
CAN
36
Cetera Advisor Networks
California
$10M 152,091 +5,282 +4%
PAG
37
Private Advisor Group
New Jersey
$9.81M 149,229 +45,565 +44%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.6M 162,538 -22,039 -12%
1WM
39
1900 Wealth Management
Texas
$9.27M 140,970 -195 -0.1%
AWS
40
Atria Wealth Solutions
New York
$9.11M 138,612 +138,612 New
FI
41
FIDELIS iM
Oregon
$9.07M 138,075 +2,529 +2%
TCPWM
42
Traverso Chambers Private Wealth Management
California
$9.05M 137,691 +1,171 +0.9%
CCA
43
Clearwater Capital Advisors
Illinois
$8.25M 125,562 -3,709 -3%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$7.5M 114,180 +19 +0%
JWCA
45
J.W. Cole Advisors
Florida
$7.41M 112,810 +205 +0.2%
MWP
46
Moller Wealth Partners
$7.07M 107,633 -356 -0.3%
MFP
47
Meridian Financial Partners
Virginia
$7.05M 107,267 -40,149 -27%
CWM
48
Circle Wealth Management
New Jersey
$6.73M 102,100 +51,550 +102%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$6.46M 98,358 -10,027 -9%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$6.37M 96,960 -125,424 -56%
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