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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
3
MAI Capital Management
Ohio
$19.3M
4
BHB
4
Bank Hapoalim BM
Israel
$13.6M
5
AP
5
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
LPL Financial
2
LPL Financial
California
$207M
3
MHS
3
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$464K
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$20.7M 286,335 +45,359 +19%
MCM
27
MAI Capital Management
Ohio
$19.3M 267,086 +260,454 +3,927%
CAN
28
Cetera Advisor Networks
California
$19.2M 266,561 +16,370 +7%
FF
29
Fox Financial
Pennsylvania
$18.1M 251,065 -1,534 -0.6%
BA
30
Bristlecone Advisors
Washington
$16.2M 224,351 +15,510 +7%
RWP
31
Revolve Wealth Partners
New Jersey
$15.8M 218,300 -919 -0.4%
PAG
32
Private Advisor Group
New Jersey
$15.1M 208,725 -23,171 -10%
AP
33
Advisors Preferred
Maryland
$14.6M 202,974 +141,983 +233%
SPIA
34
Steward Partners Investment Advisory
New York
$14.1M 194,773 +66 +0%
RJA
35
Raymond James & Associates
Florida
$13.8M 191,214 -105,096 -35%
BHB
36
Bank Hapoalim BM
Israel
$13.6M 189,000 +189,000 New
Osaic Holdings
37
Osaic Holdings
Arizona
$13.3M 184,022 -13,484 -7%
CA
38
Cetera Advisors
Colorado
$12.8M 177,059 +30,761 +21%
FI
39
FIDELIS iM
Oregon
$12.4M 171,898 +2,240 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$11.8M 163,204 +915 +0.6%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$10.7M 148,593 -31,844 -18%
AIP
42
Almanack Investment Partners
Pennsylvania
$10.3M 142,113 +31,437 +28%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$9.97M 138,074 +14,523 +12%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$9.88M 136,921 -1,113 -0.8%
LSPW
45
Lake Street Private Wealth
Illinois
$9.83M 136,224 -50,606 -27%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$9.6M 132,998 -6,259 -4%
KAS
47
Kestra Advisory Services
Texas
$7.67M 106,229 +1,336 +1%
CI
48
CX Institutional
Indiana
$7.4M 102,500 +24,110 +31%
SWA
49
Stratos Wealth Advisors
Ohio
$7.39M 102,435 +2,472 +2%
FW
50
Fairway Wealth
Ohio
$7.34M 101,633 -1,057 -1%
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