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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$5.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$17.2M 280,349 -16,306 -5%
TCPWM
27
Traverso Chambers Private Wealth Management
California
$15.3M 249,510 -115 -0%
CAN
28
Cetera Advisor Networks
California
$15.1M 245,099 +26,152 +12%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$15M 244,570 -136,727 -36%
RWP
30
Revolve Wealth Partners
New Jersey
$13.9M 225,469 -11,530 -5%
CS
31
Comerica Securities
Michigan
$12.6M 204,818 -44,487 -18%
SPIA
32
Steward Partners Investment Advisory
New York
$12.1M 196,429 -732 -0.4%
AP
33
Advisors Preferred
Maryland
$12M 197,292 +129,035 +189%
BA
34
Bristlecone Advisors
Washington
$11.8M 191,338 -3,871 -2%
LSPW
35
Lake Street Private Wealth
Illinois
$11.4M 185,088 -9,990 -5%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$11.1M 180,759 +350 +0.2%
FI
37
FIDELIS iM
Oregon
$10.2M 166,596 +1,220 +0.7%
HighTower Advisors
38
HighTower Advisors
Illinois
$10.1M 163,499 +7,608 +5%
IA
39
IFG Advisory
Georgia
$9.86M 160,322 -3,777 -2%
CA
40
Cetera Advisors
Colorado
$8.81M 143,303 -2,890 -2%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$8.67M 142,593 -14,897 -9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$8.45M 137,472 +123,100 +857%
TFA
43
Tobias Financial Advisors
Florida
$7.64M 124,306 -66,875 -35%
KAS
44
Kestra Advisory Services
Texas
$7.59M 123,371 -11,981 -9%
AIP
45
Almanack Investment Partners
Pennsylvania
$7.18M 116,740 -95,912 -45%
MWP
46
Moller Wealth Partners
$6.22M 101,216 -1,982 -2%
SWA
47
Stratos Wealth Advisors
Ohio
$6.17M 100,327 +1,852 +2%
Stifel Financial
48
Stifel Financial
Missouri
$5.78M 93,962 -1,120 -1%
1WM
49
1900 Wealth Management
Texas
$5.67M 92,214 -3,874 -4%
HWP
50
Hibernia Wealth Partners
Louisiana
$5.59M 90,941 +90,941 New
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