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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$2.4M 40,614 -74 -0.2%
BFG
77
Berger Financial Group
Minnesota
$2.38M 40,199 -5,172 -11%
PA
78
Procyon Advisors
Connecticut
$2.29M 38,810 +4,334 +13%
EWA
79
EP Wealth Advisors
California
$2.29M 38,740 -601 -2%
CA
80
Cetera Advisors
Colorado
$2.27M 38,481 +13,980 +57%
Truist Financial
81
Truist Financial
North Carolina
$2.25M 38,129 -448 -1%
VNB
82
Virginia National Bank
Virginia
$1.92M 32,464 – –
HF
83
HRT Financial
New York
$1.9M 32,110 +32,110 New
Cerity Partners
84
Cerity Partners
New York
$1.89M 32,015 +2,590 +9%
CPIG
85
Chicago Partners Investment Group
Illinois
$1.81M 29,022 +645 +2%
KeyBank National Association
86
KeyBank National Association
Ohio
$1.81M 30,592 +670 +2%
KA
87
Kovack Advisors
Florida
$1.8M 30,386 +398 +1%
AAS
88
Avantax Advisory Services
Texas
$1.71M 28,925 +98 +0.3%
AI
89
Atria Investments
North Carolina
$1.71M 28,878 +991 +4%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.7M 28,815 +8,258 +40%
Lido Advisors
91
Lido Advisors
California
$1.68M 28,343 – –
AWC
92
Adamsbrown Wealth Consultants
Kansas
$1.61M 27,160 -14,077 -34%
CA
93
Calton & Associates
Florida
$1.52M 25,756 +25,756 New
GWM
94
Geneos Wealth Management
Colorado
$1.37M 22,998 +9,032 +65%
5L
95
55I LLC
Massachusetts
$1.34M 22,592 +22,592 New
CANC
96
Culbertson A N & Co
Virginia
$1.33M 22,482 -600 -3%
RFA
97
Resurgent Financial Advisors
Georgia
$1.32M 22,259 +4,650 +26%
SCA
98
St. Clair Advisors
Ohio
$1.31M 22,112 – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.28M 21,675 -5,482 -20%
Citigroup
100
Citigroup
New York
$1.23M 20,883 +330 +2%
2 3
4
5 6