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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 228 increasing their positions, 8 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
228
Reduced
8
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
LPL Financial
4
LPL Financial
California
$110M
5
GW
5
GW & Wade
Massachusetts
$91.6M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$394K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.71M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$1.94M 29,373 +14,959 +104%
Cerity Partners
77
Cerity Partners
New York
$1.94M 29,310 +14,739 +101%
CANC
78
Culbertson A N & Co
Virginia
$1.89M 28,552 +14,276 +100%
AI
79
Atria Investments
North Carolina
$1.87M 28,282 +13,069 +86%
Lido Advisors
80
Lido Advisors
California
$1.83M 27,650 +13,826 +100%
CPIG
81
Chicago Partners Investment Group
Illinois
$1.75M 27,313 +14,546 +114%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.71M 25,833 -29,937 -54%
KA
83
Kovack Advisors
Florida
$1.7M 25,706 +12,677 +97%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.62M 24,570 +14,052 +134%
FFN
85
Focus Financial Network
Minnesota
$1.55M 23,439 +11,772 +101%
CA
86
Cetera Advisors
Colorado
$1.51M 22,830 +11,176 +96%
SCA
87
St. Clair Advisors
Ohio
$1.46M 22,112 +11,056 +100%
Citigroup
88
Citigroup
New York
$1.4M 21,186 +10,706 +102%
AWA
89
Amplius Wealth Advisors
Pennsylvania
$1.38M 20,864 +20,864 New
WCM
90
WealthBridge Capital Management
Ohio
$1.29M 19,559 +9,499 +94%
IWA
91
Inspirion Wealth Advisors
Illinois
$1.29M 19,562 +19,562 New
BFG
92
Beacon Financial Group
Texas
$1.28M 19,312 +9,656 +100%
SWM
93
Spire Wealth Management
Virginia
$1.27M 19,164 +18,080 +1,668%
PA
94
Parallel Advisors
California
$1.25M 18,890 +9,239 +96%
Mariner
95
Mariner
Kansas
$1.22M 18,464 +7,606 +70%
ECM
96
Evergreen Capital Management
Washington
$1.22M 18,452 +9,284 +101%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.22M 18,400 +18,400 New
GWAG
98
Garrett Wealth Advisory Group
Texas
$1.19M 17,943 +7,031 +64%
GAG
99
GM Advisory Group
New York
$1.18M 17,899 +8,867 +98%
CG
100
Colony Group
Massachusetts
$1.17M 17,668 +8,834 +100%
2 3
4
5 6