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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
51
Linscomb Wealth
Texas
$4.18M 34,699 -3,444 -9%
KFI
52
Key Financial Inc
Pennsylvania
$4.16M 33,904 +910 +3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$4.15M 34,463 +12,115 +54%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$4.09M 33,957 +3,002 +10%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$4.01M 33,311 -28,232 -46%
Stifel Financial
56
Stifel Financial
Missouri
$3.93M 32,638 +7,423 +29%
SPC
57
Sigma Planning Corp
Michigan
$3.71M 30,811 +6,898 +29%
MWM
58
Mission Wealth Management
California
$3.47M 28,798 -1,766 -6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.24M 26,957 -1,065 -4%
PAG
60
Private Advisor Group
New Jersey
$3.21M 26,716 +2,333 +10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
– – – –
CCM
62
Coldstream Capital Management
Washington
$3.08M 25,603 +25,603 New
CWM
63
Circle Wealth Management
New Jersey
$3.05M 25,316 +1 +0%
EWA
64
EP Wealth Advisors
California
$3.05M 25,308 -2,298 -8%
AP
65
Advisors Preferred
Maryland
$3.02M 25,003 -34,517 -58%
CAM
66
Cresset Asset Management
Illinois
$3.02M 25,104 -761 -3%
BFG
67
Berger Financial Group
Minnesota
$3M 24,922 -3,184 -11%
NFG
68
Nadler Financial Group
Illinois
$2.97M 24,705 -40 -0.2%
Citadel Advisors
69
Citadel Advisors
Florida
$2.84M 23,600 +23,600 New
TWP
70
Treybourne Wealth Planners
Indiana
$2.59M 21,493 -495 -2%
IA
71
Insight Advisors
Pennsylvania
$2.56M 20,851 -1,877 -8%
ACG
72
Allen Capital Group
Nebraska
$2.5M 20,809 +1,622 +8%
EH
73
Equitable Holdings
New York
$2.42M 20,090 +2,223 +12%
AFP
74
Ausdal Financial Partners
Iowa
$2.41M 20,060 +1,629 +9%
Truist Financial
75
Truist Financial
North Carolina
$2.34M 19,478 -707 -4%
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