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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
3
MAI Capital Management
Ohio
$19.3M
4
BHB
4
Bank Hapoalim BM
Israel
$13.6M
5
AP
5
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
LPL Financial
2
LPL Financial
California
$207M
3
MHS
3
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$464K
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Moller Wealth Partners
$7.04M 97,532 -3,815 -4%
Stifel Financial
52
Stifel Financial
Missouri
$6.74M 93,348 -2,563 -3%
TFA
53
Tobias Financial Advisors
Florida
$6.49M 89,851 -4,217 -4%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$6.48M 89,734 +2,632 +3%
RA
55
RFG Advisory
Alabama
$6.33M 87,728 +75,080 +594%
AWS
56
Atria Wealth Solutions
New York
$6.31M 87,453 +2,434 +3%
KFI
57
Key Financial Inc
Pennsylvania
$6.31M 87,446 +1,582 +2%
DADC
58
D.A. Davidson & Co
Montana
$5.47M 75,719 -579 -0.8%
CCA
59
Clearwater Capital Advisors
Illinois
$5.46M 75,646 -2,599 -3%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5.33M 73,900 -4,611 -6%
1WM
61
1900 Wealth Management
Texas
$5.32M 73,746 -1,315 -2%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$5.27M 73,063 -40,646 -36%
SP
63
Sarasin & Partners
United Kingdom
$5.09M 70,442 -1,496 -2%
AssetMark Inc
64
AssetMark Inc
California
$5.04M 69,853 +10,139 +17%
Truist Financial
65
Truist Financial
North Carolina
$4.99M 69,180 +420 +0.6%
UAG
66
United Advisor Group
Ohio
$4.87M 67,423 +67,423 New
EH
67
Equitable Holdings
New York
$4.83M 66,895 -291 -0.4%
KPWS
68
Kestra Private Wealth Services
Texas
$4.72M 65,424 +4,957 +8%
HHRDM
69
H&H Retirement Design & Management
Nevada
$4.53M 65,166 -7,717 -11%
CWM
70
Congress Wealth Management
Massachusetts
$4.32M 59,851 -3,635 -6%
Comerica Bank
71
Comerica Bank
Texas
$4.29M 59,371 +709 +1%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.01M 55,586 +396 +0.7%
IA
73
IFG Advisory
Georgia
$3.91M 54,121 -107,955 -67%
EWA
74
EP Wealth Advisors
California
$3.76M 52,097 -810 -2%
CWM
75
Circle Wealth Management
New Jersey
$3.7M 51,237 – –
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3
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