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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
Ameriprise
Minnesota
$51.6M
3
AP
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
LPL Financial
California
$70M
5
KAS
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
Morgan Stanley
New York
$143M
4
AAS
Avantax Advisory Services
Texas
$6.55M
5
VAG
VisionPoint Advisory Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$3.85M -$376K -7,004 -9%
SWA
52
Stratos Wealth Advisors
Ohio
$3.81M +$386K +7,172 +11%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$3.33M +$12.3K +228 +0.4%
CAM
54
Cresset Asset Management
Illinois
$3.32M +$26.1K +486 +0.8%
CWM
55
Circle Wealth Management
New Jersey
$3.28M -$1.24M -23,132 -27%
TWP
56
Treybourne Wealth Planners
Indiana
$3.12M +$3.12M +58,082 New
EWA
57
EP Wealth Advisors
California
$2.99M -$36.2K -674 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.95M -$174K -3,240 -6%
CS
59
Comerica Securities
Michigan
$2.93M +$16.8K +312 +0.6%
CA
60
Cetera Advisors
Colorado
$2.88M +$32.5K +604 +1%
BFG
61
Berger Financial Group
Minnesota
$2.83M +$2.83M +52,674 New
GVAG
62
Great Valley Advisor Group
Delaware
$2.81M +$767K +14,268 +37%
PA
63
Paracle Advisors
Washington
$2.8M -$10.2K -190 -0.4%
KFI
64
Key Financial Inc
Pennsylvania
$2.76M +$128K +2,382 +5%
NFG
65
Nadler Financial Group
Illinois
$2.74M +$537 +10 +0%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.68M -$12.8K -238 -0.5%
PWAP
67
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.64M +$561K +10,440 +27%
IA
68
Insight Advisors
Pennsylvania
$2.57M +$2.57M +47,830 New
Stifel Financial
69
Stifel Financial
Missouri
$2.46M +$577K +10,724 +31%
M&T Bank
70
M&T Bank
New York
$2.44M +$14.6K +272 +0.6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$2.32M -$1.69M – –
SPC
72
Sigma Planning Corp
Michigan
$2.24M +$955K +17,770 +74%
Truist Financial
73
Truist Financial
North Carolina
$2.14M +$71.6K +1,332 +3%
FAIM
74
Financial Advocates Investment Management
Washington
$2.09M -$108K -2,034 -5%
ACG
75
Allen Capital Group
Nebraska
$1.95M +$35.5K +660 +2%
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