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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$5.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
76
Nadler Financial Group
Illinois
$2.95M 47,920 -900 -2%
JWCA
77
J.W. Cole Advisors
Florida
$2.83M 45,990 -383 -0.8%
TWD
78
True Wealth Design
Ohio
$2.8M 45,477 -2,931 -6%
CAM
79
Cresset Asset Management
Illinois
$2.76M 44,961 -2,168 -5%
PA
80
Procyon Advisors
Connecticut
$2.71M 44,145 +2,076 +5%
ACG
81
Allen Capital Group
Nebraska
$2.71M 44,430 -2,004 -4%
Citadel Advisors
82
Citadel Advisors
Florida
$2.69M 43,827 +6,294 +17%
MFP
83
Meridian Financial Partners
Virginia
$2.53M 41,403 -1,044 -2%
CCM
84
Coldstream Capital Management
Washington
$2.51M 40,798 -200 -0.5%
SPC
85
Sigma Planning Corp
Michigan
$2.5M 40,610 -326 -0.8%
MWM
86
Mission Wealth Management
California
$2.49M 40,417 -121 -0.3%
AAS
87
Avantax Advisory Services
Texas
$2.43M 39,496 -52 -0.1%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$2.33M 37,968 +671 +2%
BFG
89
Berger Financial Group
Minnesota
$2.28M 37,108 -2,275 -6%
Jane Street
90
Jane Street
New York
$2.23M 36,191 +6,560 +22%
MG
91
Mather Group
Illinois
$2.22M 36,156 -141 -0.4%
MML Investors Services
92
MML Investors Services
Massachusetts
$2.21M 35,877 +2,762 +8%
AFP
93
Ausdal Financial Partners
Iowa
$2.12M 34,439 -5,402 -14%
EFG
94
Ethos Financial Group
Pennsylvania
$2.1M 32,610 +32,610 New
CFS
95
CRA Financial Services
New Jersey
$1.93M 31,344 -536 -2%
KeyBank National Association
96
KeyBank National Association
Ohio
$1.82M 29,640 -578 -2%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$1.78M 28,907 -2,465 -8%
RF
98
Rollins Financial
Georgia
$1.7M 27,588 -6,002 -18%
CPIG
99
Chicago Partners Investment Group
Illinois
$1.68M 27,981 -358 -1%
GIA
100
Gladstone Institutional Advisory
Florida
$1.62M 26,389 +5,617 +27%
2 3
4
5 6