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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
UBS Group
5
UBS Group
Switzerland
$43.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$710K 7,305 -4,100 -36%
PLFAM
102
Pineno Levin & Ford Asset Management
Virginia
$695K 7,160 +335 +5%
RMCM
103
Reynders McVeigh Capital Management
Massachusetts
$679K 7,000 – –
AR
104
Advisory Research
Illinois
$663K 6,831 -209 -3%
TP
105
Tranquility Partners
Tennessee
$660K 6,801 -51 -0.7%
BAM
106
Belpointe Asset Management
Nevada
$643K 6,626 +1,005 +18%
WDL
107
Well Done LLC
Michigan
$599K 6,174 -146 -2%
MIAS
108
Mason Investment Advisory Services
Virginia
$585K 6,031 +39 +0.7%
KFP
109
KMG Fiduciary Partners
Ohio
$578K 5,956 +32 +0.5%
GSAM
110
Grant Street Asset Management
Pennsylvania
$570K 5,870 – –
FIM
111
Freedom Investment Management
Connecticut
$546K 5,628 -1,115 -17%
FHC
112
First Heartland Consultants
Missouri
$543K 5,598 -16,963 -75%
WS
113
Wedbush Securities
California
$539K 5,551 -121 -2%
OCM
114
One Capital Management
California
$524K 5,400 – –
TRCT
115
Tower Research Capital (TRC)
New York
$511K 5,262 -13,418 -72%
GWM
116
Geneos Wealth Management
Colorado
$508K 5,328 +797 +18%
CL
117
Choreo LLC
Illinois
$504K 5,195 – –
IA
118
IFG Advisory
Georgia
$448K 4,626 +1,105 +31%
RWP
119
RWA Wealth Partners
Massachusetts
$447K 4,609 – –
BRWM
120
B. Riley Wealth Management
Tennessee
$431K 4,437 +1,539 +53%
SKK
121
Shepherd Kaplan Krochuk
Massachusetts
$429K 4,425 +12 +0.3%
SAM
122
SignalPoint Asset Management
Missouri
$419K 4,314 -222 -5%
OC
123
Oppenheimer & Co
New York
$412K 4,244 +952 +29%
HSA
124
HBK Sorce Advisory
Pennsylvania
$408K 4,201 -256 -6%
NAS
125
Nicolet Advisory Services
Wisconsin
$400K 4,125 -923 -18%
3 4
5
6 7