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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
FI
3
FIDELIS iM
Oregon
$7.87M
4
GVAG
4
Great Valley Advisor Group
Delaware
$18M
5
Creative Planning
5
Creative Planning
Kansas
$64.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
51
Sarasin & Partners
United Kingdom
$4.85M 40,652 +30 +0.1%
SWA
52
Stratos Wealth Advisors
Ohio
$4.77M 40,005 +871 +2%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$4.35M 36,461 +2,504 +7%
Stifel Financial
54
Stifel Financial
Missouri
$4.31M 36,159 +3,521 +11%
LW
55
Linscomb Wealth
Texas
$4.14M 34,664 -35 -0.1%
KFI
56
Key Financial Inc
Pennsylvania
$4.11M 34,451 +547 +2%
SPC
57
Sigma Planning Corp
Michigan
$3.68M 30,814 +3 +0%
MWM
58
Mission Wealth Management
California
$3.43M 28,733 -65 -0.2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.22M 26,966 +9 +0%
Citadel Advisors
60
Citadel Advisors
Florida
$3.1M 26,021 +2,421 +10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
– – – –
CWM
62
Circle Wealth Management
New Jersey
$3.02M 25,275 -41 -0.2%
BFG
63
Berger Financial Group
Minnesota
$3M 25,145 +223 +0.9%
CCM
64
Coldstream Capital Management
Washington
$2.97M 24,957 -646 -3%
NFG
65
Nadler Financial Group
Illinois
$2.83M 23,760 -945 -4%
ACG
66
Allen Capital Group
Nebraska
$2.79M 23,386 +2,577 +12%
CAM
67
Cresset Asset Management
Illinois
$2.61M 21,890 -3,214 -13%
PA
68
Procyon Advisors
Connecticut
$2.57M 21,542 +2,073 +11%
EH
69
Equitable Holdings
New York
$2.51M 21,024 +934 +5%
AFP
70
Ausdal Financial Partners
Iowa
$2.45M 20,510 +450 +2%
EWA
71
EP Wealth Advisors
California
$2.33M 19,564 -5,744 -23%
Truist Financial
72
Truist Financial
North Carolina
$2.33M 19,542 +64 +0.3%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.16M 18,129 -25,303 -58%
MML Investors Services
74
MML Investors Services
Massachusetts
$1.91M 16,023 -451 -3%
KeyBank National Association
75
KeyBank National Association
Ohio
$1.87M 15,676 +165 +1%
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