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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$25.5M 328,342 -18,944 -5%
FF
27
Fox Financial
Pennsylvania
$24.2M 310,681 +55,455 +22%
LKWM
28
Lee-Kelleher Wealth Management
Maryland
$24M 307,922 +307,922 New
Goldman Sachs
29
Goldman Sachs
New York
$23.7M 304,519 +55,804 +22%
MCM
30
MAI Capital Management
Ohio
$20.5M 263,286 -342 -0.1%
PAG
31
Private Advisor Group
New Jersey
$18.3M 234,693 +12,182 +5%
BA
32
Bristlecone Advisors
Washington
$17.9M 229,755 +795 +0.3%
FW
33
Fairway Wealth
Ohio
$17.3M 222,780 +40,310 +22%
RWP
34
Revolve Wealth Partners
New Jersey
$17M 218,498 -1,507 -0.7%
Osaic Holdings
35
Osaic Holdings
Arizona
$16.2M 208,269 +63,467 +44%
SPIA
36
Steward Partners Investment Advisory
New York
$15.1M 194,406 +130 +0.1%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$13.3M 171,213 +7,922 +5%
FI
38
FIDELIS iM
Oregon
$12.9M 165,534 -9,476 -5%
SA
39
Sanctuary Advisors
Indiana
$12.7M 157,286 +1,125 +0.7%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.5M 161,076 +1,215 +0.8%
KAS
41
Kestra Advisory Services
Texas
$12.4M 159,469 +7,805 +5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$12M 154,701 +9,540 +7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$12M 153,974 +133 +0.1%
CL
44
CLG LLC
California
$11.8M 151,729 +151,729 New
DADC
45
D.A. Davidson & Co
Montana
$11.5M 147,306 +27,646 +23%
FYW
46
Future You Wealth
New York
$11.2M 144,200 +144,200 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$11.2M 143,736 +6,796 +5%
LSPW
48
Lake Street Private Wealth
Illinois
$10.8M 138,258 +138,258 New
AIP
49
Almanack Investment Partners
Pennsylvania
$10.6M 135,707 -3,028 -2%
FAT
50
First American Trust
California
$9.12M 117,206 +117,206 New
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