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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.7M
2
SWP
2
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
3
Creative Planning
Kansas
$49.5M
4
JWCA
4
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
5
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
1
Red Cedar Investment Management
Michigan
$0
2
Bank of America
2
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.96M
5
SPIA
5
Steward Partners Investment Advisory
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TP
101
Tranquility Partners
Tennessee
$636K 6,852 -1,889 -22%
PLFAM
102
Pineno Levin & Ford Asset Management
Virginia
$634K 6,825 +340 +5%
SPC
103
Sigma Planning Corp
Michigan
$628K 6,758 -5,502 -45%
FIM
104
Freedom Investment Management
Connecticut
$626K 6,743 +685 +11%
APA
105
American Portfolios Advisors
New York
$616K 6,633 +276 +4%
AFP
106
Ausdal Financial Partners
Iowa
$608K 6,545 +1,218 +23%
WDL
107
Well Done LLC
Michigan
$587K 6,320 -641 -9%
MIAS
108
Mason Investment Advisory Services
Virginia
$557K 5,992 +553 +10%
KFP
109
KMG Fiduciary Partners
Ohio
$550K 5,924 +28 +0.5%
ECM
110
ExodusPoint Capital Management
New York
$548K 5,900 +5,900 New
GSAM
111
Grant Street Asset Management
Pennsylvania
$545K 5,870 +5,870 New
PPFA
112
Provida Pension Fund Administrator
Chile
$532K 5,800 -5,800 -50%
WS
113
Wedbush Securities
California
$527K 5,672 – –
BAM
114
Belpointe Asset Management
Nevada
$522K 5,621 +1,932 +52%
OCM
115
One Capital Management
California
$502K 5,400 -410 -7%
CL
116
Choreo LLC
Illinois
$483K 5,195 – –
NAS
117
Nicolet Advisory Services
Wisconsin
$469K 5,048 +5,048 New
RWP
118
RWA Wealth Partners
Massachusetts
$428K 4,609 – –
SAM
119
SignalPoint Asset Management
Missouri
$421K 4,536 -169 -4%
HSA
120
HBK Sorce Advisory
Pennsylvania
$414K 4,457 – –
SKK
121
Shepherd Kaplan Krochuk
Massachusetts
$410K 4,413 +14 +0.3%
GWM
122
Geneos Wealth Management
Colorado
$409K 4,531 +842 +23%
CT
123
Cambridge Trust
Massachusetts
$385K 3,956 – –
ST
124
Spinnaker Trust
Maine
$373K 4,021 – –
FCI
125
Financial Counselors Inc
Kansas
$367K 3,953 – –
3 4
5
6 7