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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$5.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$5.21M 84,723 +548 +0.7%
AWS
52
Atria Wealth Solutions
New York
$5.14M 83,620 -9,727 -10%
CI
53
CX Institutional
Indiana
$5.01M 81,403 -13,104 -14%
KFI
54
Key Financial Inc
Pennsylvania
$4.92M 79,960 +6,206 +8%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$4.89M 79,447 -1,487 -2%
CCA
56
Clearwater Capital Advisors
Illinois
$4.88M 79,394 -5,083 -6%
DADC
57
D.A. Davidson & Co
Montana
$4.86M 79,092 +1,509 +2%
HHRDM
58
H&H Retirement Design & Management
Nevada
$4.48M 72,720 -445 -0.6%
SP
59
Sarasin & Partners
United Kingdom
$4.46M 72,482 -5,912 -8%
AssetMark Inc
60
AssetMark Inc
California
$4.27M 69,371 +5,956 +9%
Truist Financial
61
Truist Financial
North Carolina
$4.2M 68,378 +10,235 +18%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$4.2M 68,254 +13,482 +25%
EH
63
Equitable Holdings
New York
$3.95M 64,266 +2,387 +4%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$3.83M 62,225 -5,361 -8%
CWM
65
Congress Wealth Management
Massachusetts
$3.65M 59,360 +1,387 +2%
Comerica Bank
66
Comerica Bank
Texas
$3.52M 57,197 +57,197 New
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$3.49M 56,727 -2,967 -5%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.47M 56,435 +1,911 +4%
LW
69
Linscomb Wealth
Texas
$3.47M 56,425 +49 +0.1%
KPWS
70
Kestra Private Wealth Services
Texas
$3.45M 56,187 +6,313 +13%
EWA
71
EP Wealth Advisors
California
$3.26M 53,019 -33 -0.1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$3.23M 52,515 -28,482 -35%
CWM
73
Circle Wealth Management
New Jersey
$3.17M 51,550 – –
Lido Advisors
74
Lido Advisors
California
$3.1M 50,486 -1,617 -3%
AL
75
Aspiriant LLC
California
$3.04M 49,430 +1,178 +2%
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