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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
76
Nadler Financial Group
Illinois
$3.73M 47,465 – –
AssetMark Inc
77
AssetMark Inc
California
$3.71M 47,263 -2,195 -4%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.71M 47,214 +31,138 +194%
GIA
79
Gladstone Institutional Advisory
Florida
$3.7M 47,062 +4,733 +11%
Lido Advisors
80
Lido Advisors
California
$3.66M 46,644 -530 -1%
SP
81
Sarasin & Partners
United Kingdom
$3.66M 46,577 -5,875 -11%
AWS
82
Atria Wealth Solutions
New York
$3.65M 46,480 -46,276 -50%
AL
83
Aspiriant LLC
California
$3.33M 42,339 – –
ACG
84
Allen Capital Group
Nebraska
$3.19M 40,622 -337 -0.8%
MFP
85
Meridian Financial Partners
Virginia
$2.99M 38,024 +137 +0.4%
MWM
86
Mission Wealth Management
California
$2.84M 36,214 -2,357 -6%
RW
87
Rockport Wealth
Ohio
$2.75M 34,959 -2,312 -6%
BFG
88
Berger Financial Group
Minnesota
$2.73M 34,708 -462 -1%
Cerity Partners
89
Cerity Partners
New York
$2.71M 34,469 +149 +0.4%
MG
90
Mather Group
Illinois
$2.64M 33,667 -98 -0.3%
CCM
91
Coldstream Capital Management
Washington
$2.5M 31,851 -50 -0.2%
CFS
92
CRA Financial Services
New Jersey
$2.35M 29,943 -21 -0.1%
AFP
93
Ausdal Financial Partners
Iowa
$2.34M 29,756 +2,176 +8%
KWA
94
Kingswood Wealth Advisors
California
$2.32M 29,622 -25,662 -46%
AAS
95
Avantax Advisory Services
Texas
$2.3M 29,243 -977 -3%
KeyBank National Association
96
KeyBank National Association
Ohio
$2.25M 28,703 -672 -2%
MCM
97
MidAtlantic Capital Management
Virginia
$2.24M 28,541 +8,586 +43%
RFA
98
Rollins Financial Advisors
New York
$2.23M 28,419 +2,424 +9%
JWCA
99
J.W. Cole Advisors
Florida
$2.06M 26,256 +409 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$2.06M 26,252 -2,230 -8%
2 3
4
5 6