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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Moller Wealth Partners
$5.86M 106,051 -1,059 -1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$5.69M 102,940 -1,644 -2%
SWA
53
Stratos Wealth Advisors
Ohio
$5.26M 95,110 +4,442 +5%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$5.15M 93,128 +3,565 +4%
AWS
55
Atria Wealth Solutions
New York
$5.02M 90,761 -5,991 -6%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$4.86M 87,868 +2,337 +3%
DADC
57
D.A. Davidson & Co
Montana
$4.85M 87,812 -2,606 -3%
SP
58
Sarasin & Partners
United Kingdom
$4.44M 80,304 -600 -0.7%
KFI
59
Key Financial Inc
Pennsylvania
$4.05M 73,248 +5,326 +8%
AssetMark Inc
60
AssetMark Inc
California
$3.47M 62,809 -10,895 -15%
ACM
61
Advisors Capital Management
New Jersey
$3.34M 53,368 +53,368 New
LW
62
Linscomb Wealth
Texas
$3.21M 58,077 +56 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$3.21M 58,062 +58,062 New
CWM
64
Congress Wealth Management
Massachusetts
$3.21M 57,999 -1,403 -2%
RF
65
Rollins Financial
Georgia
$3.12M 56,445 +7,786 +16%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$3.02M 54,721 -629 -1%
EWA
67
EP Wealth Advisors
California
$3M 54,273 +15,533 +40%
EH
68
Equitable Holdings
New York
$2.98M 53,967 +7,591 +16%
CWM
69
Circle Wealth Management
New Jersey
$2.85M 51,550 – –
CA
70
Cetera Advisors
Colorado
$2.84M 51,298 +12,817 +33%
SPC
71
Sigma Planning Corp
Michigan
$2.83M 51,270 +464 +0.9%
MFP
72
Meridian Financial Partners
Virginia
$2.81M 49,932 -6,893 -12%
ACG
73
Allen Capital Group
Nebraska
$2.71M 49,025 +1,232 +3%
NFG
74
Nadler Financial Group
Illinois
$2.65M 47,930 +315 +0.7%
CAM
75
Cresset Asset Management
Illinois
$2.62M 47,433 -829 -2%
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