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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$18.9M 296,655 +30,934 +12%
MHS
27
M Holdings Securities
Oregon
$18.7M 294,424 -31,225 -10%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$15.9M 249,625 +2,008 +0.8%
CS
29
Comerica Securities
Michigan
$15.9M 249,305 +1,565 +0.6%
RWP
30
Revolve Wealth Partners
New Jersey
$15.1M 236,999 -122,929 -34%
CAN
31
Cetera Advisor Networks
California
$13.9M 218,947 +28,650 +15%
AIP
32
Almanack Investment Partners
Pennsylvania
$13.5M 212,652 -24,365 -10%
SPIA
33
Steward Partners Investment Advisory
New York
$12.5M 197,161 -997 -0.5%
BA
34
Bristlecone Advisors
Washington
$12.4M 195,209 -34,785 -15%
LSPW
35
Lake Street Private Wealth
Illinois
$12.4M 195,078 +11,151 +6%
TFA
36
Tobias Financial Advisors
Florida
$12.2M 191,181 +2,732 +1%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$11.5M 180,409 +3,728 +2%
FI
38
FIDELIS iM
Oregon
$10.5M 165,376 +4,334 +3%
IA
39
IFG Advisory
Georgia
$10.4M 164,099 +3,929 +2%
SWP
40
ShoreHaven Wealth Partners
New Jersey
$10.1M 159,187 -28,044 -15%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M 157,490 -8,263 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.91M 155,891 +7,424 +5%
BFA
43
BMS Financial Advisors
South Dakota
$9.4M 147,770 +147,770 New
CA
44
Cetera Advisors
Colorado
$9.3M 146,193 +7,831 +6%
KAS
45
Kestra Advisory Services
Texas
$8.61M 135,352 -49,279 -27%
MWP
46
Moller Wealth Partners
$6.56M 103,198 -3,518 -3%
SWA
47
Stratos Wealth Advisors
Ohio
$6.26M 98,475 -584 -0.6%
1WM
48
1900 Wealth Management
Texas
$6.11M 96,088 -18,527 -16%
Stifel Financial
49
Stifel Financial
Missouri
$6.05M 95,082 +1,980 +2%
CI
50
CX Institutional
Indiana
$6.01M 94,507 -6,219 -6%
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