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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Procyon Advisors
Connecticut
$2.34M 19,469 +492 +3%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.98M 16,474 +6,064 +58%
KeyBank National Association
78
KeyBank National Association
Ohio
$1.87M 15,511 -550 -3%
AAS
79
Avantax Advisory Services
Texas
$1.85M 15,421 -890 -5%
AI
80
Atria Investments
North Carolina
$1.84M 15,256 -110 -0.7%
Cerity Partners
81
Cerity Partners
New York
$1.74M 14,497 +73 +0.5%
CANC
82
Culbertson A N & Co
Virginia
$1.73M 14,336 – –
VC
83
Vicus Capital
Pennsylvania
$1.63M 13,537 +32 +0.2%
Citigroup
84
Citigroup
New York
$1.59M 13,247 +971 +8%
KA
85
Kovack Advisors
Florida
$1.56M 12,963 +64 +0.5%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.5M 12,159 -245 -2%
FFN
87
Focus Financial Network
Minnesota
$1.38M 11,454 +267 +2%
GWAG
88
Garrett Wealth Advisory Group
Texas
$1.37M 11,358 +33 +0.3%
CA
89
Cetera Advisors
Colorado
$1.36M 11,333 +384 +4%
Mariner
90
Mariner
Kansas
$1.36M 11,271 +11,271 New
WCM
91
WealthBridge Capital Management
Ohio
$1.27M 10,523 +357 +4%
NCM
92
Noesis Capital Mangement
Florida
$1.23M 10,125 – –
PA
93
Parallel Advisors
California
$1.2M 9,947 -62 -0.6%
BFG
94
Beacon Financial Group
Texas
$1.17M 9,656 +26 +0.3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.15M 9,558 +70 +0.7%
CAC
96
Certified Advisory Corp
Florida
$1.1M 9,157 +579 +7%
ECM
97
Evergreen Capital Management
Washington
$1.1M 9,118 +51 +0.6%
GAG
98
GM Advisory Group
New York
$1.09M 9,035 -316 -3%
CG
99
Colony Group
Massachusetts
$1.06M 8,834 – –
PTP
100
Platform Technology Partners
New York
$1.02M 8,498 +8,498 New
2 3
4
5 6