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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$2.54M 38,570 +5,825 +18%
PA
77
Procyon Advisors
Connecticut
$2.27M 34,476 -134 -0.4%
VNB
78
Virginia National Bank
Virginia
$2.13M 32,464 +32,464 New
KA
79
Kovack Advisors
Florida
$1.97M 29,988 +4,282 +17%
KeyBank National Association
80
KeyBank National Association
Ohio
$1.97M 29,922 -1,100 -4%
Cerity Partners
81
Cerity Partners
New York
$1.93M 29,425 +115 +0.4%
AAS
82
Avantax Advisory Services
Texas
$1.9M 28,827 -546 -2%
Lido Advisors
83
Lido Advisors
California
$1.86M 28,343 +693 +3%
AI
84
Atria Investments
North Carolina
$1.83M 27,887 -395 -1%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.79M 27,157 +2,587 +11%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.74M 28,377 +1,064 +4%
CA
87
Cetera Advisors
Colorado
$1.61M 24,501 +1,671 +7%
CANC
88
Culbertson A N & Co
Virginia
$1.52M 23,082 -5,470 -19%
SCA
89
St. Clair Advisors
Ohio
$1.45M 22,112 – –
VC
90
Vicus Capital
Pennsylvania
$1.44M 21,871 +6,627 +43%
Mariner
91
Mariner
Kansas
$1.41M 21,384 +2,920 +16%
AWA
92
Amplius Wealth Advisors
Pennsylvania
$1.38M 20,973 +109 +0.5%
Citigroup
93
Citigroup
New York
$1.35M 20,553 -633 -3%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.35M 20,557 +11,973 +139%
IWA
95
Inspirion Wealth Advisors
Illinois
$1.29M 19,562 – –
BFG
96
Beacon Financial Group
Texas
$1.29M 19,312 – –
WCM
97
WealthBridge Capital Management
Ohio
$1.27M 19,268 -291 -1%
PA
98
Parallel Advisors
California
$1.24M 18,555 -335 -2%
ECM
99
Evergreen Capital Management
Washington
$1.22M 18,530 +78 +0.4%
GAG
100
GM Advisory Group
New York
$1.19M 18,064 +165 +0.9%
2 3
4
5 6