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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$2.54M 45,964 -41,441 -47%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$2.31M 41,159 -311 -0.7%
PA
78
Procyon Advisors
Connecticut
$2.25M 40,790 +1,980 +5%
BFG
79
Berger Financial Group
Minnesota
$2.23M 40,301 +102 +0.3%
MWM
80
Mission Wealth Management
California
$2.22M 40,228 -2,507 -6%
Truist Financial
81
Truist Financial
North Carolina
$2.21M 39,974 +1,845 +5%
AFP
82
Ausdal Financial Partners
Iowa
$2.17M 39,262 -1,352 -3%
MML Investors Services
83
MML Investors Services
Massachusetts
$2.03M 36,814 -28,892 -44%
Cerity Partners
84
Cerity Partners
New York
$1.78M 32,172 +157 +0.5%
KA
85
Kovack Advisors
Florida
$1.76M 31,799 +1,413 +5%
5L
86
55I LLC
Massachusetts
$1.73M 31,206 +8,614 +38%
KeyBank National Association
87
KeyBank National Association
Ohio
$1.69M 30,592 – –
CPIG
88
Chicago Partners Investment Group
Illinois
$1.68M 27,499 -1,523 -5%
Lido Advisors
89
Lido Advisors
California
$1.57M 28,343 – –
AAS
90
Avantax Advisory Services
Texas
$1.55M 28,071 -854 -3%
MG
91
Mather Group
Illinois
$1.52M 27,445 +7,688 +39%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$1.5M 27,184 -1,631 -6%
CA
93
Calton & Associates
Florida
$1.47M 26,612 +856 +3%
GWM
94
Geneos Wealth Management
Colorado
$1.46M 26,382 +3,384 +15%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$1.46M 26,362 +19,624 +291%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$1.41M 25,450 +4,967 +24%
AI
97
Atria Investments
North Carolina
$1.37M 24,807 -4,071 -14%
RFA
98
Resurgent Financial Advisors
Georgia
$1.31M 23,771 +1,512 +7%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.31M 23,628 +1,953 +9%
CANC
100
Culbertson A N & Co
Virginia
$1.23M 22,252 -230 -1%
2 3
4
5 6