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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
101
Colony Group
Massachusetts
$1.01M 8,834 -187 -2%
NFSG
102
Newbridge Financial Services Group
Florida
$1M 8,719 -430 -5%
CAC
103
Certified Advisory Corp
Florida
$984K 8,578 +8,578 New
VFA
104
Valeo Financial Advisors
Indiana
$953K 8,310 -3,240 -28%
VC
105
Vestor Capital
Illinois
$935K 8,152 -59 -0.7%
US Bancorp
106
US Bancorp
Minnesota
$899K 7,836 +213 +3%
PLFAM
107
Pineno Levin & Ford Asset Management
Virginia
$814K 7,095 -65 -0.9%
RMCM
108
Reynders McVeigh Capital Management
Massachusetts
$803K 7,000 – –
6F
109
626 Financial
Michigan
$784K 11,929 +11,929 New
AR
110
Advisory Research
Illinois
$770K 6,714 -6,808 -50%
IA
111
IFG Advisory
Georgia
$768K 6,705 +125 +2%
BAM
112
Belpointe Asset Management
Nevada
$736K 6,414 +142 +2%
KFP
113
KMG Fiduciary Partners
Ohio
$733K 6,394 +135 +2%
WDL
114
Well Done LLC
Michigan
$715K 6,232 – –
OC
115
Oppenheimer & Co
New York
$706K 6,157 +1,871 +44%
MIAS
116
Mason Investment Advisory Services
Virginia
$701K 6,110 +30 +0.5%
GSAM
117
Grant Street Asset Management
Pennsylvania
$673K 5,870 – –
TP
118
Tranquility Partners
Tennessee
$662K 5,776 +13 +0.2%
GWM
119
Geneos Wealth Management
Colorado
$660K 5,581 -2,000 -26%
WS
120
Wedbush Securities
California
$636K 5,546 +234 +4%
CL
121
Choreo LLC
Illinois
$596K 5,195 – –
APA
122
American Portfolios Advisors
New York
$589K 5,135 +112 +2%
UCFA
123
United Capital Financial Advisors
Texas
$577K 5,031 -1,448 -22%
FTUS
124
Flow Traders U.S.
New York
$571K 4,976 +4,976 New
FHC
125
First Heartland Consultants
Missouri
$570K 4,968 – –
3 4
5
6 7