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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
51
Advisors Preferred
Maryland
$8.73M 112,381 -32,167 -22%
CI
52
CX Institutional
Indiana
$8.4M 108,028 +8,253 +8%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$8.29M 106,631 +5,227 +5%
SWA
54
Stratos Wealth Advisors
Ohio
$8.09M 104,051 -497 -0.5%
UAG
55
United Advisor Group
Ohio
$8.03M 103,263 +11,021 +12%
RA
56
RFG Advisory
Alabama
$8.01M 103,011 -1,074 -1%
KFI
57
Key Financial Inc
Pennsylvania
$7.65M 98,357 -1,084 -1%
MWP
58
Moller Wealth Partners
$7.36M 94,606 -1,337 -1%
BHB
59
Bank Hapoalim BM
Israel
$7.35M 94,500 – –
Stifel Financial
60
Stifel Financial
Missouri
$7.18M 92,354 +1,102 +1%
TFA
61
Tobias Financial Advisors
Florida
$6.01M 77,207 -4,367 -5%
HBS
62
Howard Bailey Securities
Indiana
$5.94M 76,414 +1,573 +2%
HHRDM
63
H&H Retirement Design & Management
Nevada
$5.53M 67,848 -852 -1%
GLLW
64
Graves Light Lenhart Wealth
Virginia
$5.43M 69,843 -2,147 -3%
Truist Financial
65
Truist Financial
North Carolina
$5.29M 67,957 +3,238 +5%
EH
66
Equitable Holdings
New York
$5.08M 65,359 +1,343 +2%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4.97M 63,832 -3,568 -5%
CWM
68
Congress Wealth Management
Massachusetts
$4.75M 61,099 +2,536 +4%
KPWS
69
Kestra Private Wealth Services
Texas
$4.75M 61,006 +3,873 +7%
KWA
70
Kingswood Wealth Advisors
California
$4.69M 60,232 +30,610 +103%
Comerica Bank
71
Comerica Bank
Texas
$4.64M 59,674 +713 +1%
1WM
72
1900 Wealth Management
Texas
$4.56M 58,606 +11 +0%
CCA
73
Clearwater Capital Advisors
Illinois
$4.28M 55,050 -18,705 -25%
SPC
74
Sigma Planning Corp
Michigan
$4.22M 54,226 +886 +2%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$4.12M 52,985 +52,985 New
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