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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
76
Aspiriant LLC
California
$3.07M 48,252 -2,608 -5%
CAM
77
Cresset Asset Management
Illinois
$3M 47,129 -276 -0.6%
ACG
78
Allen Capital Group
Nebraska
$2.95M 46,434 -825 -2%
JWCA
79
J.W. Cole Advisors
Florida
$2.95M 46,373 -668 -1%
MFP
80
Meridian Financial Partners
Virginia
$2.76M 42,447 -5,373 -11%
Cerity Partners
81
Cerity Partners
New York
$2.72M 42,837 +7,574 +21%
PA
82
Procyon Advisors
Connecticut
$2.68M 42,069 -356 -0.8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$2.63M 41,359 +30,638 +286%
CCM
84
Coldstream Capital Management
Washington
$2.61M 40,998 -4,068 -9%
SPC
85
Sigma Planning Corp
Michigan
$2.6M 40,936 -9,696 -19%
MWM
86
Mission Wealth Management
California
$2.58M 40,538 -120 -0.3%
AFP
87
Ausdal Financial Partners
Iowa
$2.53M 39,841 -113 -0.3%
AAS
88
Avantax Advisory Services
Texas
$2.52M 39,548 -19,369 -33%
BFG
89
Berger Financial Group
Minnesota
$2.5M 39,383 +236 +0.6%
Citadel Advisors
90
Citadel Advisors
Florida
$2.39M 37,533 +13,401 +56%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$2.37M 37,297 -4,000 -10%
MG
92
Mather Group
Illinois
$2.31M 36,297 – –
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.26M 35,769 +115 +0.3%
RF
94
Rollins Financial
Georgia
$2.14M 33,590 -25,596 -43%
MML Investors Services
95
MML Investors Services
Massachusetts
$2.11M 33,115 -526 -2%
CFS
96
CRA Financial Services
New Jersey
$2.03M 31,880 +105 +0.3%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$2M 31,372 -6,629 -17%
KeyBank National Association
98
KeyBank National Association
Ohio
$1.92M 30,218 -26 -0.1%
Jane Street
99
Jane Street
New York
$1.88M 29,631 +29,631 New
CPIG
100
Chicago Partners Investment Group
Illinois
$1.84M 28,339 +134 +0.5%
2 3
4
5 6