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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
WWM
2
Waterway Wealth Management
Texas
$48.4M
3
LPL Financial
3
LPL Financial
California
$217M
4
FF
4
Fox Financial
Pennsylvania
$16.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Circle Wealth Management
New Jersey
$3.4M 51,237 -313 -0.6%
KWA
77
Kingswood Wealth Advisors
California
$3.3M 49,686 +43,910 +760%
Lido Advisors
78
Lido Advisors
California
$3.2M 48,247 -2,239 -4%
NFG
79
Nadler Financial Group
Illinois
$3.03M 45,660 -2,260 -5%
TWD
80
True Wealth Design
Ohio
$3.01M 45,302 -175 -0.4%
CAM
81
Cresset Asset Management
Illinois
$3M 45,171 +210 +0.5%
AL
82
Aspiriant LLC
California
$2.99M 45,032 -4,398 -9%
PA
83
Procyon Advisors
Connecticut
$2.92M 43,963 -182 -0.4%
Citadel Advisors
84
Citadel Advisors
Florida
$2.85M 42,862 -965 -2%
ACG
85
Allen Capital Group
Nebraska
$2.82M 42,419 -2,011 -5%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.73M 41,137 -11,378 -22%
SAW
87
Signal Advisors Wealth
Michigan
$2.71M 40,978 +40,978 New
CCM
88
Coldstream Capital Management
Washington
$2.7M 40,719 -79 -0.2%
MWM
89
Mission Wealth Management
California
$2.68M 40,417 – –
MFP
90
Meridian Financial Partners
Virginia
$2.66M 40,177 -1,226 -3%
AAS
91
Avantax Advisory Services
Texas
$2.59M 38,948 -548 -1%
BFG
92
Berger Financial Group
Minnesota
$2.43M 36,569 -539 -1%
MG
93
Mather Group
Illinois
$2.4M 36,156 – –
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$2.4M 36,112 -1,856 -5%
MML Investors Services
95
MML Investors Services
Massachusetts
$2.37M 35,722 -155 -0.4%
GIA
96
Gladstone Institutional Advisory
Florida
$2.37M 35,698 +9,309 +35%
Cerity Partners
97
Cerity Partners
New York
$2.36M 35,622 +35,622 New
IAIM
98
International Assets Investment Management
Florida
$2.2M 33,170 +33,170 New
KeyBank National Association
99
KeyBank National Association
Ohio
$2.17M 32,664 +3,024 +10%
AFP
100
Ausdal Financial Partners
Iowa
$2.12M 31,987 -2,452 -7%
2 3
4
5 6