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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
WWM
2
Waterway Wealth Management
Texas
$48.4M
3
LPL Financial
3
LPL Financial
California
$217M
4
FF
4
Fox Financial
Pennsylvania
$16.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Moller Wealth Partners
$6.73M 101,347 +131 +0.1%
SWA
52
Stratos Wealth Advisors
Ohio
$6.64M 99,963 -364 -0.4%
Stifel Financial
53
Stifel Financial
Missouri
$6.37M 95,911 +1,949 +2%
TFA
54
Tobias Financial Advisors
Florida
$6.24M 94,068 -30,238 -24%
SFWC
55
Strategic Family Wealth Counselors
New Jersey
$5.78M 87,102 +2,379 +3%
KFI
56
Key Financial Inc
Pennsylvania
$5.7M 85,864 +5,904 +7%
AWS
57
Atria Wealth Solutions
New York
$5.64M 85,019 +1,399 +2%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$5.21M 78,511 -936 -1%
CI
59
CX Institutional
Indiana
$5.2M 78,390 -3,013 -4%
CCA
60
Clearwater Capital Advisors
Illinois
$5.19M 78,245 -1,149 -1%
DADC
61
D.A. Davidson & Co
Montana
$5.06M 76,298 -2,794 -4%
1WM
62
1900 Wealth Management
Texas
$4.98M 75,061 -17,153 -19%
HHRDM
63
H&H Retirement Design & Management
Nevada
$4.96M 72,883 +163 +0.2%
SP
64
Sarasin & Partners
United Kingdom
$4.78M 71,938 -544 -0.8%
Truist Financial
65
Truist Financial
North Carolina
$4.56M 68,760 +382 +0.6%
EH
66
Equitable Holdings
New York
$4.46M 67,186 +2,920 +5%
BWM
67
BKM Wealth Management
Wisconsin
$4.41M 4,278,236 +4,278,236 New
CWM
68
Congress Wealth Management
Massachusetts
$4.21M 63,486 +4,126 +7%
AP
69
Advisors Preferred
Maryland
$4.06M 60,991 -136,301 -69%
KPWS
70
Kestra Private Wealth Services
Texas
$4.01M 60,467 +4,280 +8%
AssetMark Inc
71
AssetMark Inc
California
$3.96M 59,714 -9,657 -14%
Comerica Bank
72
Comerica Bank
Texas
$3.89M 58,662 +1,465 +3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.66M 55,190 -1,245 -2%
EWA
74
EP Wealth Advisors
California
$3.51M 52,907 -112 -0.2%
LW
75
Linscomb Wealth
Texas
$3.49M 52,628 -3,797 -7%
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