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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.7M
2
SWP
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
Creative Planning
Kansas
$49.5M
4
JWCA
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
Red Cedar Investment Management
Michigan
$0
2
Bank of America
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.96M
5
SPIA
Steward Partners Investment Advisory
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$3.59M +$251K +5,396 +8%
LW
52
Linscomb Wealth
Texas
$3.54M -$43.7K -940 -1%
VAG
53
VisionPoint Advisory Group
Texas
$3.27M +$3.27M +68,374 New
UCFA
54
United Capital Financial Advisors
Texas
$3.01M -$77.2K -1,662 -2%
ACM
55
AlphaStar Capital Management
North Carolina
$2.95M +$3.83K +80 +0.1%
SWA
56
Stratos Wealth Advisors
Ohio
$2.82M +$831K +17,882 +42%
EWA
57
EP Wealth Advisors
California
$2.61M -$2.27M -56,102 Closed
CA
58
Cetera Advisors
Colorado
$2.61M +$297K +6,398 +13%
SFWC
59
Strategic Family Wealth Counselors
New Jersey
$2.55M +$14.4K +310 +0.6%
PA
60
Paracle Advisors
Washington
$2.39M -$120K -2,574 -5%
NFG
61
Nadler Financial Group
Illinois
$2.37M – – –
FHC
62
First Heartland Consultants
Missouri
$2.1M -$19.6K -422 -0.9%
M&T Bank
63
M&T Bank
New York
$2.09M +$29.5K +636 +1%
FAIM
64
Financial Advocates Investment Management
Washington
$2.04M -$22.4K -486 -1%
KFI
65
Key Financial Inc
Pennsylvania
$2.03M +$890K +19,424 +78%
PWAP
66
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.84M -$61.7K -1,328 -3%
TRCT
67
Tower Research Capital (TRC)
New York
$1.74M +$1.72M +36,960 +9,240%
SIAS
68
Shine Investment Advisory Services
Colorado
$1.71M – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$1.67M -$315K -6,784 -16%
ACG
70
Allen Capital Group
Nebraska
$1.65M +$124K +2,668 +8%
Stifel Financial
71
Stifel Financial
Missouri
$1.51M +$124K +2,680 +9%
EH
72
Equitable Holdings
New York
$1.49M -$234K -5,032 -14%
William Blair & Company
73
William Blair & Company
Illinois
$1.46M -$12.1K -260 -0.8%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.41M +$31.8K +662 +2%
CANC
75
Culbertson A N & Co
Virginia
$1.39M -$23.7K -510 -2%
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