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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$16.4M 265,721 +14,469 +6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$15.9M 256,815 +224,413 +693%
CS
28
Comerica Securities
Michigan
$15.3M 247,740 +33,506 +16%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$15.3M 247,617 +3,676 +2%
AIP
30
Almanack Investment Partners
Pennsylvania
$14.7M 237,017 -3,646 -2%
BA
31
Bristlecone Advisors
Washington
$14.2M 229,994 -9,351 -4%
SPIA
32
Steward Partners Investment Advisory
New York
$12.3M 198,158 -2,937 -1%
CAN
33
Cetera Advisor Networks
California
$11.8M 190,297 +2,637 +1%
TFA
34
Tobias Financial Advisors
Florida
$11.7M 188,449 -27,235 -13%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$11.6M 187,231 -42,313 -18%
KAS
36
Kestra Advisory Services
Texas
$11.4M 184,631 -35,410 -16%
LSPW
37
Lake Street Private Wealth
Illinois
$11.4M 183,927 +7,016 +4%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$10.9M 176,681 +4,650 +3%
PWMG
39
Prestige Wealth Management Group
New Jersey
$10.8M 174,540 -6,610 -4%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$10.3M 165,753 -7,858 -5%
SP
41
Sarasin & Partners
United Kingdom
$10.2M 159,598 +79,294 +99%
FI
42
FIDELIS iM
Oregon
$9.96M 161,042 +12,729 +9%
IA
43
IFG Advisory
Georgia
$9.91M 160,170 +26,299 +20%
HighTower Advisors
44
HighTower Advisors
Illinois
$9.18M 148,467 -6,407 -4%
CA
45
Cetera Advisors
Colorado
$8.56M 138,362 +24,904 +22%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$7.25M 117,132 -237 -0.2%
1WM
47
1900 Wealth Management
Texas
$7.1M 114,615 -6,931 -6%
CCA
48
Clearwater Capital Advisors
Illinois
$6.73M 108,750 -13,082 -11%
MWP
49
Moller Wealth Partners
$6.6M 106,716 -487 -0.5%
CI
50
CX Institutional
Indiana
$6.28M 100,726 -26,625 -21%
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