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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$19.5M 248,715 -26,357 -10%
RJA
27
Raymond James & Associates
Florida
$18.7M 238,279 +44,454 +23%
BA
28
Bristlecone Advisors
Washington
$18M 228,960 +6,627 +3%
PAG
29
Private Advisor Group
New Jersey
$17.5M 222,511 +13,034 +6%
RWP
30
Revolve Wealth Partners
New Jersey
$17.3M 220,005 +2,337 +1%
SPIA
31
Steward Partners Investment Advisory
New York
$15.3M 194,276 +161 +0.1%
FW
32
Fairway Wealth
Ohio
$14.3M 182,470 +69,329 +61%
FI
33
FIDELIS iM
Oregon
$13.7M 175,010 +1,013 +0.6%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$12.8M 163,291 +7,829 +5%
SA
35
Sanctuary Advisors
Indiana
$12.7M 156,161 -6,363 -4%
HighTower Advisors
36
HighTower Advisors
Illinois
$12.6M 159,861 -524 -0.3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$12.1M 153,841 +16,224 +12%
KAS
38
Kestra Advisory Services
Texas
$11.9M 151,664 -3,560 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$11.4M 145,161 -14,192 -9%
Osaic Holdings
40
Osaic Holdings
Arizona
$11.4M 144,802 -13,135 -8%
AP
41
Advisors Preferred
Maryland
$11.3M 144,548 -37,272 -20%
AIP
42
Almanack Investment Partners
Pennsylvania
$10.9M 138,735 -4,580 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$10.8M 136,940 -1,063 -0.8%
DADC
44
D.A. Davidson & Co
Montana
$9.4M 119,660 +18,212 +18%
SWA
45
Stratos Wealth Advisors
Ohio
$8.21M 104,548 +650 +0.6%
RA
46
RFG Advisory
Alabama
$8.18M 104,085 +17,293 +20%
SFWC
47
Strategic Family Wealth Counselors
New Jersey
$7.97M 101,404 +9,905 +11%
CI
48
CX Institutional
Indiana
$7.84M 99,775 +666 +0.7%
KFI
49
Key Financial Inc
Pennsylvania
$7.81M 99,441 -53 -0.1%
MWP
50
Moller Wealth Partners
$7.54M 95,943 -275 -0.3%
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