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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$51.6M
3
AP
3
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
4
LPL Financial
California
$70M
5
KAS
5
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
AAS
4
Avantax Advisory Services
Texas
$6.55M
5
VAG
5
VisionPoint Advisory Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Procyon Advisors
Connecticut
$1.93M 17,929 +17,929 New
PAG
77
Private Advisor Group
New Jersey
$1.87M 17,415 +3,140 +22%
VFA
78
Voya Financial Advisors
Connecticut
$1.87M 17,529 +2,885 +20%
EH
79
Equitable Holdings
New York
$1.83M 17,038 +813 +5%
CANC
80
Culbertson A N & Co
Virginia
$1.55M 14,376 -300 -2%
Cerity Partners
81
Cerity Partners
New York
$1.54M 14,359 +106 +0.7%
KeyBank National Association
82
KeyBank National Association
Ohio
$1.52M 14,161 – –
CPIG
83
Chicago Partners Investment Group
Illinois
$1.51M 13,901 -562 -4%
AFP
84
Ausdal Financial Partners
Iowa
$1.46M 13,574 +1,840 +16%
AR
85
Advisory Research
Illinois
$1.45M 13,522 +6,691 +98%
AI
86
Atria Investments
North Carolina
$1.44M 13,350 +13,350 New
KA
87
Kovack Advisors
Florida
$1.37M 12,775 -37 -0.3%
VC
88
Vicus Capital
Pennsylvania
$1.36M 12,685 +5,212 +70%
GWAG
89
Garrett Wealth Advisory Group
Texas
$1.33M 12,376 -4,302 -26%
VFA
90
Valeo Financial Advisors
Indiana
$1.24M 11,550 – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$1.23M 11,441 +4,136 +57%
Citigroup
92
Citigroup
New York
$1.22M 11,340 +675 +6%
GAG
93
GM Advisory Group
New York
$1.14M 10,637 +200 +2%
Brown Advisory
94
Brown Advisory
Maryland
$1.1M 10,213 +77 +0.8%
WCM
95
WealthBridge Capital Management
Ohio
$1.09M 10,159 +10 +0.1%
NCM
96
Noesis Capital Mangement
Florida
$1.09M 10,125 – –
PA
97
Parallel Advisors
California
$1.08M 10,021 +458 +5%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 9,950 -779 -7%
SCA
99
STALEY CAPITAL ADVISERS
Pennsylvania
$1.06M 9,843 – –
BFG
100
Beacon Financial Group
Texas
$1.05M 9,630 – –
2 3
4
5 6