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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
FI
3
FIDELIS iM
Oregon
$7.87M
4
GVAG
4
Great Valley Advisor Group
Delaware
$18M
5
Creative Planning
5
Creative Planning
Kansas
$64.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
Insight Advisors
Pennsylvania
$1.82M 14,329 -6,522 -31%
AI
77
Atria Investments
North Carolina
$1.82M 15,213 -43 -0.3%
Cerity Partners
78
Cerity Partners
New York
$1.74M 14,571 +74 +0.5%
AAS
79
Avantax Advisory Services
Texas
$1.72M 14,414 -1,007 -7%
CANC
80
Culbertson A N & Co
Virginia
$1.7M 14,276 -60 -0.4%
Lido Advisors
81
Lido Advisors
California
$1.65M 13,824 +13,824 New
CPIG
82
Chicago Partners Investment Group
Illinois
$1.63M 12,767 +608 +5%
KA
83
Kovack Advisors
Florida
$1.55M 13,029 +66 +0.5%
FFN
84
Focus Financial Network
Minnesota
$1.39M 11,667 +213 +2%
CA
85
Cetera Advisors
Colorado
$1.39M 11,654 +321 +3%
SCA
86
St. Clair Advisors
Ohio
$1.32M 11,056 +11,056 New
GWAG
87
Garrett Wealth Advisory Group
Texas
$1.3M 10,912 -446 -4%
Mariner
88
Mariner
Kansas
$1.3M 10,858 -413 -4%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.25M 10,518 +960 +10%
Citigroup
90
Citigroup
New York
$1.25M 10,480 -2,767 -21%
NCM
91
Noesis Capital Mangement
Florida
$1.21M 10,125 – –
WCM
92
WealthBridge Capital Management
Ohio
$1.2M 10,060 -463 -4%
BFG
93
Beacon Financial Group
Texas
$1.17M 9,656 – –
PA
94
Parallel Advisors
California
$1.15M 9,651 -296 -3%
ECM
95
Evergreen Capital Management
Washington
$1.09M 9,168 +50 +0.5%
GAG
96
GM Advisory Group
New York
$1.08M 9,032 -3 -0%
CG
97
Colony Group
Massachusetts
$1.05M 8,834 – –
PTP
98
Platform Technology Partners
New York
$1.01M 8,498 – –
VFA
99
Valeo Financial Advisors
Indiana
$991K 8,310 – –
VC
100
Vestor Capital
Illinois
$957K 8,023 -35 -0.4%
2 3
4
5 6