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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.

Holders
228
Holders Change
-10
Holders Change %
-4.2%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
70
Reduced
65
Closed
32
Calls
$396K
Puts
$355K
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Creative Planning
3
Creative Planning
Kansas
$36.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.6M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$23.2M
2
RJA
2
Raymond James & Associates
Florida
$14.2M
3
LPL Financial
3
LPL Financial
California
$16.7M
4
GW
4
GW & Wade
Massachusetts
$58.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.94M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Moller Wealth Partners
$2.99M 36,926 +16,292 +79%
MWM
52
Mission Wealth Management
California
$2.91M 35,915 +5,581 +18%
UCFA
53
United Capital Financial Advisors
Texas
$2.69M 33,284 -1,103 -3%
ACM
54
AlphaStar Capital Management
North Carolina
$2.61M 30,719 +263 +0.9%
EWA
55
EP Wealth Advisors
California
$2.27M 28,051 +5,604 +25%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$2.21M 27,315 +8,597 +46%
PA
57
Paracle Advisors
Washington
$2.19M 26,999 -4,284 -14%
NFG
58
Nadler Financial Group
Illinois
$2.07M 25,515 – –
CA
59
Cetera Advisors
Colorado
$2.01M 24,881 +21,110 +560%
FHC
60
First Heartland Consultants
Missouri
$1.84M 22,772 +22,772 New
FAIM
61
Financial Advocates Investment Management
Washington
$1.82M 22,441 +898 +4%
PWAP
62
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.79M 20,423 +114 +0.6%
M&T Bank
63
M&T Bank
New York
$1.79M 22,131 +22,131 New
SWA
64
Stratos Wealth Advisors
Ohio
$1.74M 21,450 +5,312 +33%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.72M 21,345 -1,564 -7%
KA
66
Kovack Advisors
Florida
$1.65M 20,382 -2,029 -9%
EH
67
Equitable Holdings
New York
$1.5M 18,506 +1,128 +6%
SIAS
68
Shine Investment Advisory Services
Colorado
$1.49M 18,409 – –
ACG
69
Allen Capital Group
Nebraska
$1.33M 16,392 +3,478 +27%
William Blair & Company
70
William Blair & Company
Illinois
$1.28M 15,855 -150 -0.9%
CPIG
71
Chicago Partners Investment Group
Illinois
$1.28M 14,288 +1,672 +13%
Brown Advisory
72
Brown Advisory
Maryland
$1.23M 15,222 +650 +4%
CANC
73
Culbertson A N & Co
Virginia
$1.23M 15,166 – –
Stifel Financial
74
Stifel Financial
Missouri
$1.2M 14,940 -14,033 -48%
Cerity Partners
75
Cerity Partners
New York
$1.15M 14,221 +93 +0.7%
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