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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.09M 52,508 -3,013 -5%
EWA
77
EP Wealth Advisors
California
$4.05M 52,042 -52 -0.1%
BBHC
78
Brown Brothers Harriman & Co
New York
$4M 51,440 – –
GIA
79
Gladstone Institutional Advisory
Florida
$3.99M 51,335 +4,273 +9%
CWM
80
Circle Wealth Management
New Jersey
$3.99M 51,237 – –
MML Investors Services
81
MML Investors Services
Massachusetts
$3.85M 49,495 +1,211 +3%
IA
82
IFG Advisory
Georgia
$3.77M 48,405 -2,214 -4%
LW
83
Linscomb Wealth
Texas
$3.76M 48,302 +21 +0%
AWS
84
Atria Wealth Solutions
New York
$3.7M 47,584 +1,104 +2%
NFG
85
Nadler Financial Group
Illinois
$3.69M 47,400 -65 -0.1%
Lido Advisors
86
Lido Advisors
California
$3.64M 46,744 +100 +0.2%
AssetMark Inc
87
AssetMark Inc
California
$3.62M 46,572 -691 -1%
CAM
88
Cresset Asset Management
Illinois
$3.54M 45,537 -2,014 -4%
AL
89
Aspiriant LLC
California
$3.22M 41,366 -973 -2%
ACG
90
Allen Capital Group
Nebraska
$3.1M 39,840 -782 -2%
MFP
91
Meridian Financial Partners
Virginia
$2.97M 38,197 +173 +0.5%
MWM
92
Mission Wealth Management
California
$2.78M 35,752 -462 -1%
RW
93
Rockport Wealth
Ohio
$2.71M 34,713 -246 -0.7%
BFG
94
Berger Financial Group
Minnesota
$2.71M 34,803 +95 +0.3%
Cerity Partners
95
Cerity Partners
New York
$2.69M 34,623 +154 +0.4%
MG
96
Mather Group
Illinois
$2.58M 33,223 -444 -1%
CFS
97
CRA Financial Services
New Jersey
$2.47M 31,735 +1,792 +6%
KeyBank National Association
98
KeyBank National Association
Ohio
$2.44M 31,353 +2,650 +9%
CCM
99
Coldstream Capital Management
Washington
$2.43M 31,178 -673 -2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$2.39M 30,768 +4,516 +17%
2 3
4
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