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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$11.1M
2
TFA
2
Tobias Financial Advisors
Florida
$8.63M
3
GW
3
GW & Wade
Massachusetts
$84.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
JWCA
5
J.W. Cole Advisors
Florida
$5.76M

Top Sellers

1
TCPWM
1
Traverso Chambers Private Wealth Management
California
$6.43M
2
RJA
2
Raymond James & Associates
Florida
$38.3M
3
PV
3
Private Vista
Illinois
$16.9M
4
RIG
4
RiverFront Investment Group
Virginia
$92.4M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
AlphaStar Capital Management
North Carolina
$3.23M 30,456 +1,501 +5%
MWM
52
Mission Wealth Management
California
$3.21M 30,334 +262 +0.9%
Stifel Financial
53
Stifel Financial
Missouri
$3.07M 28,973 +1,149 +4%
NFG
54
Nadler Financial Group
Illinois
$2.7M 25,515 -185 -0.7%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.68M 25,314 +23,218 +1,108%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.43M 22,909 +661 +3%
EWA
57
EP Wealth Advisors
California
$2.38M 22,447 +19,017 +554%
KA
58
Kovack Advisors
Florida
$2.37M 22,411 +430 +2%
FAIM
59
Financial Advocates Investment Management
Washington
$2.28M 21,543 -4,498 -17%
FAAS
60
First Allied Advisory Services
California
$2.24M 21,126 +19,189 +991%
MWP
61
Moller Wealth Partners
$2.19M 20,634 – –
PWAP
62
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.15M 20,309 -4,287 -17%
SPC
63
Sigma Planning Corp
Michigan
$2.08M 19,601 +9,805 +100%
SFWC
64
Strategic Family Wealth Counselors
New Jersey
$1.98M 18,718 +583 +3%
SIAS
65
Shine Investment Advisory Services
Colorado
$1.95M 18,409 -966 -5%
EH
66
Equitable Holdings
New York
$1.84M 17,378 +17,378 New
SWA
67
Stratos Wealth Advisors
Ohio
$1.71M 16,138 +16,138 New
William Blair & Company
68
William Blair & Company
Illinois
$1.7M 16,005 -1,205 -7%
SCA
69
STALEY CAPITAL ADVISERS
Pennsylvania
$1.66M 15,713 -130 -0.8%
CANC
70
Culbertson A N & Co
Virginia
$1.61M 15,166 -1,900 -11%
AG
71
Advisor Group
Arizona
$1.55M 14,652 +252 +2%
Brown Advisory
72
Brown Advisory
Maryland
$1.55M 14,572 -694 -5%
Cerity Partners
73
Cerity Partners
New York
$1.5M 14,128 +239 +2%
ACG
74
Allen Capital Group
Nebraska
$1.37M 12,914 -1,390 -10%
CPIG
75
Chicago Partners Investment Group
Illinois
$1.36M 12,616 +471 +4%
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