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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$789K

Top Buyers

1
GW
1
GW & Wade
Massachusetts
$124M
2
LPL Financial
2
LPL Financial
California
$157M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.4M
4
ACM
4
Advisors Capital Management
New Jersey
$11.1M
5
IA
5
IFG Advisory
Georgia
$8.29M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$2.41M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.92M
3
Wells Fargo
3
Wells Fargo
California
$26.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFP
76
Meridian Financial Partners
Virginia
$2.96M 47,891 -2,041 -4%
CAM
77
Cresset Asset Management
Illinois
$2.94M 47,468 +35 +0.1%
Lido Advisors
78
Lido Advisors
California
$2.92M 47,106 +18,763 +66%
JWCA
79
J.W. Cole Advisors
Florida
$2.84M 45,838 -126 -0.3%
CCM
80
Coldstream Capital Management
Washington
$2.83M 45,727 +45,727 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.67M 43,108 +19,480 +82%
MWM
82
Mission Wealth Management
California
$2.58M 41,598 +1,370 +3%
AFP
83
Ausdal Financial Partners
Iowa
$2.56M 41,296 +2,034 +5%
PA
84
Procyon Advisors
Connecticut
$2.55M 41,207 +417 +1%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2.48M 39,949 -1,210 -3%
AWA
86
Amplius Wealth Advisors
Pennsylvania
$2.41M 38,879 -461,427 -92%
BFG
87
Berger Financial Group
Minnesota
$2.33M 37,583 -2,718 -7%
PCM
88
Pennsylvania Capital Management
Pennsylvania
$2.31M 36,546 +36,546 New
MG
89
Mather Group
Illinois
$2.25M 36,317 +8,872 +32%
Cerity Partners
90
Cerity Partners
New York
$2.09M 33,739 +1,567 +5%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.03M 32,792 -4,022 -11%
KA
92
Kovack Advisors
Florida
$2.01M 32,512 +713 +2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.01M 32,402 +5,218 +19%
KeyBank National Association
94
KeyBank National Association
Ohio
$1.88M 30,322 -270 -0.9%
CPIG
95
Chicago Partners Investment Group
Illinois
$1.79M 28,100 +601 +2%
CFS
96
CRA Financial Services
New Jersey
$1.77M 28,567 +6,450 +29%
GWM
97
Geneos Wealth Management
Colorado
$1.66M 26,783 +401 +2%
CA
98
Calton & Associates
Florida
$1.64M 26,509 -103 -0.4%
AI
99
Atria Investments
North Carolina
$1.54M 24,849 +42 +0.2%
RFA
100
Resurgent Financial Advisors
Georgia
$1.49M 24,103 +332 +1%
2 3
4
5 6