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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$6.18M 104,584 +6,226 +6%
AWS
52
Atria Wealth Solutions
New York
$5.72M 96,752 -41,860 -30%
SWA
53
Stratos Wealth Advisors
Ohio
$5.36M 90,668 +4,082 +5%
DADC
54
D.A. Davidson & Co
Montana
$5.34M 90,418 -4,925 -5%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$5.29M 89,563 +6,299 +8%
JWCA
56
J.W. Cole Advisors
Florida
$5.17M 87,405 -25,405 -23%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$5.06M 85,531 +3,928 +5%
SP
58
Sarasin & Partners
United Kingdom
$4.78M 80,904 -300 -0.4%
AssetMark Inc
59
AssetMark Inc
California
$4.36M 73,704 -9,809 -12%
KFI
60
Key Financial Inc
Pennsylvania
$4.06M 67,922 -1,569 -2%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.88M 65,706 +19,656 +43%
CWM
62
Congress Wealth Management
Massachusetts
$3.51M 59,402 -5,478 -8%
MFP
63
Meridian Financial Partners
Virginia
$3.47M 56,825 -50,442 -47%
LW
64
Linscomb Wealth
Texas
$3.43M 58,021 -7,719 -12%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$3.3M 55,350 +1,619 +3%
CWM
66
Circle Wealth Management
New Jersey
$3.05M 51,550 -50,550 -50%
SPC
67
Sigma Planning Corp
Michigan
$3M 50,806 -3,588 -7%
RF
68
Rollins Financial
Georgia
$2.88M 48,659 +44,987 +1,225%
CAM
69
Cresset Asset Management
Illinois
$2.85M 48,262 -229 -0.5%
ACG
70
Allen Capital Group
Nebraska
$2.83M 47,793 -670 -1%
NFG
71
Nadler Financial Group
Illinois
$2.81M 47,615 +535 +1%
EH
72
Equitable Holdings
New York
$2.74M 46,376 +5,144 +12%
CCM
73
Coldstream Capital Management
Washington
$2.63M 44,427 – –
MWM
74
Mission Wealth Management
California
$2.53M 42,735 -235 -0.5%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.45M 41,470 -4,899 -11%
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