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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$2.93M 47,405 -63 -0.1%
ACG
77
Allen Capital Group
Nebraska
$2.92M 47,259 +47,259 New
JWCA
78
J.W. Cole Advisors
Florida
$2.91M 47,041 +1,203 +3%
CCM
79
Coldstream Capital Management
Washington
$2.79M 45,066 -661 -1%
PA
80
Procyon Advisors
Connecticut
$2.62M 42,425 +1,218 +3%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$2.55M 41,297 -8,445 -17%
MWM
82
Mission Wealth Management
California
$2.52M 40,658 -940 -2%
AFP
83
Ausdal Financial Partners
Iowa
$2.47M 39,954 -1,342 -3%
BFG
84
Berger Financial Group
Minnesota
$2.42M 39,147 +1,564 +4%
AWA
85
Amplius Wealth Advisors
Pennsylvania
$2.35M 38,001 -878 -2%
MG
86
Mather Group
Illinois
$2.25M 36,297 -20 -0.1%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$2.18M 35,654 -4,295 -11%
Cerity Partners
88
Cerity Partners
New York
$2.18M 35,263 +1,524 +5%
MML Investors Services
89
MML Investors Services
Massachusetts
$2.08M 33,641 +849 +3%
CFS
90
CRA Financial Services
New Jersey
$1.97M 31,775 +3,208 +11%
KA
91
Kovack Advisors
Florida
$1.9M 30,643 -1,869 -6%
GWM
92
Geneos Wealth Management
Colorado
$1.88M 30,389 +3,606 +13%
KeyBank National Association
93
KeyBank National Association
Ohio
$1.87M 30,244 -78 -0.3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.85M 29,844 +10,502 +54%
CPIG
95
Chicago Partners Investment Group
Illinois
$1.77M 28,205 +105 +0.4%
T
96
TRUADVICE
Florida
$1.61M 25,695 +20,954 +442%
AI
97
Atria Investments
North Carolina
$1.6M 25,943 +1,094 +4%
RFA
98
Resurgent Financial Advisors
Georgia
$1.49M 24,153 +50 +0.2%
Citadel Advisors
99
Citadel Advisors
Florida
$1.49M 24,132 +24,132 New
EWA
100
EP Wealth Advisors
California
$1.44M 45,632 -7,594 -14%
2 3
4
5 6