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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$33.9M
3
LI
3
LRI Investments
Florida
$24.5M
4
MCM
4
MAI Capital Management
Ohio
$19.3M
5
BHB
5
Bank Hapoalim BM
Israel
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
LPL Financial
2
LPL Financial
California
$207M
3
MHS
3
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$464K
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$3.6M 49,810 +32,153 +182%
LW
77
Linscomb Wealth
Texas
$3.51M 48,616 -4,012 -8%
Lido Advisors
78
Lido Advisors
California
$3.46M 47,861 -386 -0.8%
RFA
79
Resurgent Financial Advisors
Georgia
$3.43M 47,456 +23,730 +100%
CAM
80
Cresset Asset Management
Illinois
$3.41M 47,228 +2,057 +5%
KWA
81
Kingswood Wealth Advisors
California
$3.29M 45,516 -4,170 -8%
TCMP
82
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.28M 66,357 +66,357 New
AL
83
Aspiriant LLC
California
$3.23M 44,753 -279 -0.6%
NFG
84
Nadler Financial Group
Illinois
$3.23M 44,710 -950 -2%
TWD
85
True Wealth Design
Ohio
$3.23M 44,681 -621 -1%
ACG
86
Allen Capital Group
Nebraska
$3.04M 42,064 -355 -0.8%
MML Investors Services
87
MML Investors Services
Massachusetts
$3M 41,547 +5,825 +16%
MWM
88
Mission Wealth Management
California
$2.87M 39,722 -695 -2%
GIA
89
Gladstone Institutional Advisory
Florida
$2.79M 38,608 +2,910 +8%
RW
90
Rockport Wealth
Ohio
$2.74M 38,081 +38,081 New
BFG
91
Berger Financial Group
Minnesota
$2.68M 37,152 +583 +2%
SAW
92
Signal Advisors Wealth
Michigan
$2.68M 37,065 -3,913 -10%
FWM
93
Foguth Wealth Management
Michigan
$2.68M 37,065 +37,065 New
Renaissance Technologies
94
Renaissance Technologies
New York
$2.67M 37,000 +16,500 +80%
MFP
95
Meridian Financial Partners
Virginia
$2.61M 38,023 -2,154 -5%
AAS
96
Avantax Advisory Services
Texas
$2.51M 34,813 -4,135 -11%
Cerity Partners
97
Cerity Partners
New York
$2.47M 34,153 -1,469 -4%
IAIM
98
International Assets Investment Management
Florida
$2.42M 33,705 +535 +2%
CCM
99
Coldstream Capital Management
Washington
$2.39M 33,059 -7,660 -19%
AFP
100
Ausdal Financial Partners
Iowa
$2.28M 31,590 -397 -1%
2 3
4
5 6