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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
WWM
2
Waterway Wealth Management
Texas
$48.4M
3
LPL Financial
3
LPL Financial
California
$217M
4
FF
4
Fox Financial
Pennsylvania
$16.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCPWM
26
Traverso Chambers Private Wealth Management
California
$16.9M 254,800 +5,290 +2%
FF
27
Fox Financial
Pennsylvania
$16.8M 252,599 +252,599 New
CAN
28
Cetera Advisor Networks
California
$16.6M 250,191 +5,092 +2%
Goldman Sachs
29
Goldman Sachs
New York
$16M 240,976 -39,373 -14%
PAG
30
Private Advisor Group
New Jersey
$15.4M 231,896 -53,856 -19%
RWP
31
Revolve Wealth Partners
New Jersey
$14.6M 219,219 -6,250 -3%
BA
32
Bristlecone Advisors
Washington
$13.9M 208,841 +17,503 +9%
Osaic Holdings
33
Osaic Holdings
Arizona
$13.1M 197,506 -87,087 -31%
SPIA
34
Steward Partners Investment Advisory
New York
$12.9M 194,707 -1,722 -0.9%
LSPW
35
Lake Street Private Wealth
Illinois
$12.4M 186,830 +1,742 +0.9%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$12M 180,437 -322 -0.2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$11.6M 174,034 +160,884 +1,223%
FI
38
FIDELIS iM
Oregon
$11.3M 169,658 +3,062 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.8M 162,289 -1,210 -0.7%
IA
40
IFG Advisory
Georgia
$10.8M 162,076 +1,754 +1%
CA
41
Cetera Advisors
Colorado
$9.71M 146,298 +2,995 +2%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$9.24M 139,257 -3,336 -2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$9.16M 138,034 +562 +0.4%
ACM
44
Advisors Capital Management
New Jersey
$8.95M 134,883 +134,883 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$8.2M 123,551 +55,297 +81%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$7.55M 113,709 +51,484 +83%
AIP
47
Almanack Investment Partners
Pennsylvania
$7.35M 110,676 -6,064 -5%
KAS
48
Kestra Advisory Services
Texas
$6.96M 104,893 -18,478 -15%
AWM
49
AE Wealth Management
Kansas
$6.85M 101,559 +101,559 New
FW
50
Fairway Wealth
Ohio
$6.82M 102,690 +102,690 New
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