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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BHB
51
Bank Hapoalim BM
Israel
$7.42M 94,500 – –
UAG
52
United Advisor Group
Ohio
$7.25M 92,242 +13,574 +17%
Stifel Financial
53
Stifel Financial
Missouri
$7.17M 91,252 -4,841 -5%
TFA
54
Tobias Financial Advisors
Florida
$6.41M 81,574 -1,917 -2%
HBS
55
Howard Bailey Securities
Indiana
$5.88M 74,841 +74,841 New
CCA
56
Clearwater Capital Advisors
Illinois
$5.79M 73,755 -875 -1%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$5.66M 71,990 -59,263 -45%
HHRDM
58
H&H Retirement Design & Management
Nevada
$5.48M 68,700 +2,595 +4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$5.29M 67,400 +1,296 +2%
Truist Financial
60
Truist Financial
North Carolina
$5.08M 64,719 -3,697 -5%
EH
61
Equitable Holdings
New York
$5.03M 64,016 +109 +0.2%
Comerica Bank
62
Comerica Bank
Texas
$4.63M 58,961 -75 -0.1%
1WM
63
1900 Wealth Management
Texas
$4.6M 58,595 -617 -1%
CWM
64
Congress Wealth Management
Massachusetts
$4.6M 58,563 – –
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$4.58M 58,330 -705 -1%
KPWS
66
Kestra Private Wealth Services
Texas
$4.49M 57,133 -11,242 -16%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$4.36M 55,521 -387 -0.7%
SPC
68
Sigma Planning Corp
Michigan
$4.19M 53,340 +62 +0.1%
EWA
69
EP Wealth Advisors
California
$4.09M 52,094 +2 +0%
BBHC
70
Brown Brothers Harriman & Co
New York
$4.04M 51,440 +51,440 New
CWM
71
Circle Wealth Management
New Jersey
$4.03M 51,237 – –
IA
72
IFG Advisory
Georgia
$3.98M 50,619 +602 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$3.79M 48,284 +3,862 +9%
LW
74
Linscomb Wealth
Texas
$3.79M 48,281 -347 -0.7%
CAM
75
Cresset Asset Management
Illinois
$3.74M 47,551 +151 +0.3%
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