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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
SA
3
Sanctuary Advisors
Indiana
$11.3M
4
RVPG
4
Relative Value Partners Group
$10.3M
5
GVAG
5
Great Valley Advisor Group
Delaware
$57.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.6M
3
WWM
3
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
BHB
5
Bank Hapoalim BM
Israel
$6.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Circle Wealth Management
New Jersey
$3.73M 51,237 – –
IA
77
IFG Advisory
Georgia
$3.64M 50,017 -4,104 -8%
AssetMark Inc
78
AssetMark Inc
California
$3.6M 49,458 -20,395 -29%
LW
79
Linscomb Wealth
Texas
$3.54M 48,628 +12 +0%
NFG
80
Nadler Financial Group
Illinois
$3.45M 47,465 +2,755 +6%
CAM
81
Cresset Asset Management
Illinois
$3.45M 47,400 +172 +0.4%
Lido Advisors
82
Lido Advisors
California
$3.43M 47,174 -687 -1%
TWD
83
True Wealth Design
Ohio
$3.25M 44,631 -50 -0.1%
MML Investors Services
84
MML Investors Services
Massachusetts
$3.23M 44,422 +2,875 +7%
AL
85
Aspiriant LLC
California
$3.08M 42,339 -2,414 -5%
GIA
86
Gladstone Institutional Advisory
Florida
$3.08M 42,329 +3,721 +10%
ACG
87
Allen Capital Group
Nebraska
$2.98M 40,959 -1,105 -3%
MFP
88
Meridian Financial Partners
Virginia
$2.84M 37,887 -136 -0.4%
MWM
89
Mission Wealth Management
California
$2.81M 38,571 -1,151 -3%
RW
90
Rockport Wealth
Ohio
$2.71M 37,271 -810 -2%
Jane Street
91
Jane Street
New York
$2.7M 37,158 +37,158 New
BFG
92
Berger Financial Group
Minnesota
$2.56M 35,170 -1,982 -5%
Cerity Partners
93
Cerity Partners
New York
$2.5M 34,320 +167 +0.5%
MG
94
Mather Group
Illinois
$2.44M 33,765 +6,685 +25%
IAIM
95
International Assets Investment Management
Florida
$2.43M 33,417 -288 -0.9%
CCM
96
Coldstream Capital Management
Washington
$2.32M 31,901 -1,158 -4%
AAS
97
Avantax Advisory Services
Texas
$2.2M 30,220 -4,593 -13%
CFS
98
CRA Financial Services
New Jersey
$2.18M 29,964 -799 -3%
CL
99
Choreo LLC
Illinois
$2.15M 29,499 +21,158 +254%
KeyBank National Association
100
KeyBank National Association
Ohio
$2.14M 29,375 – –
2 3
4
5 6