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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$1.02M 8,457 -500 -6%
NFSG
102
Newbridge Financial Services Group
Florida
$1.02M 8,445 -274 -3%
VFA
103
Valeo Financial Advisors
Indiana
$1M 8,310 – –
VC
104
Vestor Capital
Illinois
$970K 8,058 -94 -1%
US Bancorp
105
US Bancorp
Minnesota
$963K 8,003 +167 +2%
DWT
106
Dorsey & Whitney Trust
South Dakota
$936K 7,775 +7,775 New
PLFAM
107
Pineno Levin & Ford Asset Management
Virginia
$854K 7,095 – –
OC
108
Oppenheimer & Co
New York
$844K 7,015 +858 +14%
AR
109
Advisory Research
Illinois
$803K 6,674 -40 -0.6%
APA
110
American Portfolios Advisors
New York
$799K 6,638 +1,503 +29%
FTS
111
Fifth Third Securities
Ohio
$771K 6,400 +6,400 New
KFP
112
KMG Fiduciary Partners
Ohio
$763K 6,344 -50 -0.8%
WDL
113
Well Done LLC
Michigan
$750K 6,232 – –
BAM
114
Belpointe Asset Management
Nevada
$749K 6,229 -185 -3%
MIAS
115
Mason Investment Advisory Services
Virginia
$739K 6,144 +34 +0.6%
SCA
116
STALEY CAPITAL ADVISERS
Pennsylvania
$696K 5,781 -4,062 -41%
TP
117
Tranquility Partners
Tennessee
$695K 5,776 – –
GWM
118
Geneos Wealth Management
Colorado
$667K 5,488 -93 -2%
WS
119
Wedbush Securities
California
$667K 5,546 – –
IA
120
IFG Advisory
Georgia
$625K 5,195 -1,510 -23%
CL
121
Choreo LLC
Illinois
$625K 5,195 – –
RMCM
122
Reynders McVeigh Capital Management
Massachusetts
$602K 5,000 -2,000 -29%
FHC
123
First Heartland Consultants
Missouri
$598K 4,968 – –
RWP
124
RWA Wealth Partners
Massachusetts
$555K 4,609 – –
BFA
125
Benedict Financial Advisors
Georgia
$544K 4,525 -293 -6%
3 4
5
6 7