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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$17.2M 310,942 +49,459 +19%
TCPWM
27
Traverso Chambers Private Wealth Management
California
$13.5M 244,499 +107,122 +78%
OCM
28
One Capital Management
California
$13.2M 238,914 +1,919 +0.8%
AIP
29
Almanack Investment Partners
Pennsylvania
$13.1M 237,893 +237,893 New
Stifel Financial
30
Stifel Financial
Missouri
$12.8M 231,617 +2,373 +1%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$12.2M 220,948 +33,663 +18%
BA
32
Bristlecone Advisors
Washington
$12M 217,293 +14,027 +7%
TFA
33
Tobias Financial Advisors
Florida
$11.9M 215,181 +8,844 +4%
CS
34
Comerica Securities
Michigan
$11.9M 214,759 +1,145 +0.5%
PAG
35
Private Advisor Group
New Jersey
$11.6M 209,843 +38,261 +22%
SPIA
36
Steward Partners Investment Advisory
New York
$11.1M 200,759 -1,617 -0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$10.5M 190,058 -10,403 -5%
PWMG
38
Prestige Wealth Management Group
New Jersey
$10.2M 184,658 +561 +0.3%
KAS
39
Kestra Advisory Services
Texas
$10.1M 182,415 +13,412 +8%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$10.1M 182,235 -67,779 -27%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M 181,123 -5,686 -3%
LSPW
42
Lake Street Private Wealth
Illinois
$10M 180,913 +1,513 +0.8%
CAN
43
Cetera Advisor Networks
California
$9.49M 171,704 +8,866 +5%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$9.31M 166,173 +8,269 +5%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.05M 163,702 -2,247 -1%
FI
46
FIDELIS iM
Oregon
$8.23M 148,912 +10,566 +8%
1WM
47
1900 Wealth Management
Texas
$7.02M 126,999 -3,856 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$6.87M 124,375 +4,364 +4%
CI
49
CX Institutional
Indiana
$6.8M 123,027 +7,417 +6%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$6.33M 114,535 -476 -0.4%
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