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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
SA
3
Sanctuary Advisors
Indiana
$11.3M
4
RVPG
4
Relative Value Partners Group
$10.3M
5
GVAG
5
Great Valley Advisor Group
Delaware
$57.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.6M
3
WWM
3
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
BHB
5
Bank Hapoalim BM
Israel
$6.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
51
CX Institutional
Indiana
$7.21M 99,109 -3,391 -3%
MWP
52
Moller Wealth Partners
$7M 96,218 -1,314 -1%
Stifel Financial
53
Stifel Financial
Missouri
$6.99M 96,093 +2,745 +3%
BHB
54
Bank Hapoalim BM
Israel
$6.88M 94,500 -94,500 -50%
AWS
55
Atria Wealth Solutions
New York
$6.75M 92,756 +5,303 +6%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$6.66M 91,499 +1,765 +2%
RA
57
RFG Advisory
Alabama
$6.31M 86,792 -936 -1%
TFA
58
Tobias Financial Advisors
Florida
$6.07M 83,491 -6,360 -7%
UAG
59
United Advisor Group
Ohio
$5.72M 78,668 +11,245 +17%
CCA
60
Clearwater Capital Advisors
Illinois
$5.43M 74,630 -1,016 -1%
Truist Financial
61
Truist Financial
North Carolina
$4.98M 68,416 -764 -1%
KPWS
62
Kestra Private Wealth Services
Texas
$4.97M 68,375 +2,951 +5%
HHRDM
63
H&H Retirement Design & Management
Nevada
$4.96M 66,105 +939 +1%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4.81M 66,104 -7,796 -11%
EH
65
Equitable Holdings
New York
$4.65M 63,907 -2,988 -4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$4.58M 63,013 +56,586 +880%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$4.33M 59,035 -14,028 -19%
1WM
68
1900 Wealth Management
Texas
$4.31M 59,212 -14,534 -20%
Comerica Bank
69
Comerica Bank
Texas
$4.29M 59,036 -335 -0.6%
CWM
70
Congress Wealth Management
Massachusetts
$4.26M 58,563 -1,288 -2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$4.07M 55,908 +322 +0.6%
KWA
72
Kingswood Wealth Advisors
California
$4.02M 55,284 +9,768 +21%
SPC
73
Sigma Planning Corp
Michigan
$3.88M 53,278 +3,468 +7%
SP
74
Sarasin & Partners
United Kingdom
$3.82M 52,452 -17,990 -26%
EWA
75
EP Wealth Advisors
California
$3.79M 52,092 -5 -0%
1 2
3
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