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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
SA
3
Sanctuary Advisors
Indiana
$11.3M
4
RVPG
4
Relative Value Partners Group
$10.3M
5
GVAG
5
Great Valley Advisor Group
Delaware
$57.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.6M
3
WWM
3
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
BHB
5
Bank Hapoalim BM
Israel
$6.88M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$19.4M 266,669 -417 -0.2%
FF
27
Fox Financial
Pennsylvania
$18.5M 253,851 +2,786 +1%
BA
28
Bristlecone Advisors
Washington
$16.2M 222,333 -2,018 -0.9%
RWP
29
Revolve Wealth Partners
New Jersey
$15.8M 217,668 -632 -0.3%
PAG
30
Private Advisor Group
New Jersey
$15.2M 209,477 +752 +0.4%
SPIA
31
Steward Partners Investment Advisory
New York
$14.1M 194,115 -658 -0.3%
RJA
32
Raymond James & Associates
Florida
$14.1M 193,825 +2,611 +1%
AP
33
Advisors Preferred
Maryland
$13.2M 181,820 -21,154 -10%
FI
34
FIDELIS iM
Oregon
$12.7M 173,997 +2,099 +1%
HighTower Advisors
35
HighTower Advisors
Illinois
$11.7M 160,385 -2,819 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$11.6M 159,353 -170,357 -52%
Osaic Holdings
37
Osaic Holdings
Arizona
$11.5M 157,937 -26,085 -14%
SA
38
Sanctuary Advisors
Indiana
$11.3M 162,524 +162,524 New
MSFS
39
Main Street Financial Solutions
Pennsylvania
$11.3M 155,462 +6,869 +5%
KAS
40
Kestra Advisory Services
Texas
$11.3M 155,224 +48,995 +46%
AIP
41
Almanack Investment Partners
Pennsylvania
$10.4M 143,315 +1,202 +0.8%
LSPW
42
Lake Street Private Wealth
Illinois
$10.3M 141,082 +4,858 +4%
RVPG
43
Relative Value Partners Group
$10.3M 141,082 +141,082 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$10M 138,003 +1,082 +0.8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$10M 137,617 -457 -0.3%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$9.54M 131,253 -1,745 -1%
FW
47
Fairway Wealth
Ohio
$8.23M 113,141 +11,508 +11%
SWA
48
Stratos Wealth Advisors
Ohio
$7.56M 103,898 +1,463 +1%
DADC
49
D.A. Davidson & Co
Montana
$7.38M 101,448 +25,729 +34%
KFI
50
Key Financial Inc
Pennsylvania
$7.24M 99,494 +12,048 +14%
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