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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
51
CX Institutional
Indiana
$6.28M 95,574 -14,277 -13%
DADC
52
D.A. Davidson & Co
Montana
$6.27M 95,343 -18,426 -16%
SWA
53
Stratos Wealth Advisors
Ohio
$5.69M 86,586 +3,891 +5%
AssetMark Inc
54
AssetMark Inc
California
$5.49M 83,513 -9,170 -10%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$5.47M 83,264 -9,429 -10%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$5.36M 81,603 +3,998 +5%
SP
57
Sarasin & Partners
United Kingdom
$5.34M 81,204 – –
KFI
58
Key Financial Inc
Pennsylvania
$4.57M 69,491 +775 +1%
LW
59
Linscomb Wealth
Texas
$4.32M 65,740 -797 -1%
CWM
60
Congress Wealth Management
Massachusetts
$4.26M 64,880 +4 +0%
SPC
61
Sigma Planning Corp
Michigan
$3.58M 54,394 +167 +0.3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$3.53M 53,731 +147 +0.3%
CAM
63
Cresset Asset Management
Illinois
$3.19M 48,491 -1,018 -2%
ACG
64
Allen Capital Group
Nebraska
$3.19M 48,463 +1,397 +3%
NFG
65
Nadler Financial Group
Illinois
$3.09M 47,080 -340 -0.7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$3.05M 46,369 +46,369 New
MML Investors Services
67
MML Investors Services
Massachusetts
$3.03M 46,050 +10,339 +29%
BFG
68
Berger Financial Group
Minnesota
$2.98M 45,371 -3,537 -7%
CCM
69
Coldstream Capital Management
Washington
$2.92M 44,427 -4,011 -8%
MWM
70
Mission Wealth Management
California
$2.82M 42,970 -14,496 -25%
AWC
71
Adamsbrown Wealth Consultants
Kansas
$2.71M 41,237 -5,366 -12%
EH
72
Equitable Holdings
New York
$2.71M 41,232 -2,344 -5%
AFP
73
Ausdal Financial Partners
Iowa
$2.67M 40,688 -371 -0.9%
EWA
74
EP Wealth Advisors
California
$2.59M 39,341 -176 -0.4%
Truist Financial
75
Truist Financial
North Carolina
$2.54M 38,577 -74 -0.2%
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