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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$14.8M 251,250 -56,737 -18%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14.8M 250,014 +5,451 +2%
OCM
28
One Capital Management
California
$14M 236,995 +231,289 +4,053%
Stifel Financial
29
Stifel Financial
Missouri
$13.5M 229,244 +25,378 +12%
CS
30
Comerica Securities
Michigan
$12.6M 213,614 +33,013 +18%
TFA
31
Tobias Financial Advisors
Florida
$12.2M 206,337 -7,196 -3%
BA
32
Bristlecone Advisors
Washington
$12M 203,266 +29,803 +17%
SPIA
33
Steward Partners Investment Advisory
New York
$12M 202,376 -398 -0.2%
Osaic Holdings
34
Osaic Holdings
Arizona
$11.9M 200,461 +37,923 +23%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$11.1M 187,285 +90,325 +93%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$11M 186,809 -5,139 -3%
PWMG
37
Prestige Wealth Management Group
New Jersey
$10.9M 184,097 +7,009 +4%
LSPW
38
Lake Street Private Wealth
Illinois
$10.6M 179,400 +3,768 +2%
PAG
39
Private Advisor Group
New Jersey
$10.1M 171,582 +22,353 +15%
KAS
40
Kestra Advisory Services
Texas
$9.99M 169,003 -15,677 -8%
HighTower Advisors
41
HighTower Advisors
Illinois
$9.81M 165,949 -620 -0.4%
CAN
42
Cetera Advisor Networks
California
$9.62M 162,838 +10,747 +7%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$9.37M 157,904 +157,904 New
FI
44
FIDELIS iM
Oregon
$8.18M 138,346 +271 +0.2%
TCPWM
45
Traverso Chambers Private Wealth Management
California
$8.12M 137,377 -314 -0.2%
1WM
46
1900 Wealth Management
Texas
$7.73M 130,855 -10,115 -7%
CCA
47
Clearwater Capital Advisors
Illinois
$7.09M 120,011 -5,551 -4%
CI
48
CX Institutional
Indiana
$6.83M 115,610 +20,036 +21%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$6.8M 115,011 +831 +0.7%
MWP
50
Moller Wealth Partners
$6.33M 107,110 -523 -0.5%
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