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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
51
Linscomb Wealth
Texas
$4.37M 38,143 -209 -0.5%
SWA
52
Stratos Wealth Advisors
Ohio
$4.18M 36,465 +1,028 +3%
SWM
53
Spire Wealth Management
Virginia
$4.07M 35,651 +35,651 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$3.98M 34,728 +32,867 +1,766%
KFI
55
Key Financial Inc
Pennsylvania
$3.78M 32,994 +7,341 +29%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$3.55M 30,955 -10 -0%
MWM
57
Mission Wealth Management
California
$3.51M 30,564 -5,287 -15%
BFG
58
Berger Financial Group
Minnesota
$3.22M 28,106 +1,769 +7%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.21M 28,022 +545 +2%
EWA
60
EP Wealth Advisors
California
$3.17M 27,606 -243 -0.9%
CAM
61
Cresset Asset Management
Illinois
$2.97M 25,865 -5,004 -16%
PA
62
Paracle Advisors
Washington
$2.94M 25,644 -366 -1%
CWM
63
Circle Wealth Management
New Jersey
$2.9M 25,315 -5,226 -17%
Stifel Financial
64
Stifel Financial
Missouri
$2.89M 25,215 +2,386 +10%
NFG
65
Nadler Financial Group
Illinois
$2.84M 24,745 -775 -3%
PAG
66
Private Advisor Group
New Jersey
$2.8M 24,383 +6,968 +40%
SPC
67
Sigma Planning Corp
Michigan
$2.74M 23,913 +3,094 +15%
IA
68
Insight Advisors
Pennsylvania
$2.69M 22,728 -1,187 -5%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.56M 22,348 -2,560 -10%
TWP
70
Treybourne Wealth Planners
Indiana
$2.52M 21,988 -7,053 -24%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
– – – –
VFA
72
Voya Financial Advisors
Connecticut
$2.39M 20,843 +3,314 +19%
Truist Financial
73
Truist Financial
North Carolina
$2.31M 20,185 +283 +1%
FAIM
74
Financial Advocates Investment Management
Washington
$2.27M 19,826 +229 +1%
ACG
75
Allen Capital Group
Nebraska
$2.2M 19,187 +1,016 +6%
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