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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
101
Resurgent Financial Advisors
Georgia
$1.16M 17,609 +112 +0.6%
AWA
102
Alta Wealth Advisors
Massachusetts
$1.15M 17,420 +17,420 New
CG
103
Colony Group
Massachusetts
$1.14M 17,330 -338 -2%
PTP
104
Platform Technology Partners
New York
$1.12M 16,996 – –
AC
105
Avant Capital
Louisiana
$1.1M 16,781 +119 +0.7%
VFA
106
Valeo Financial Advisors
Indiana
$1.09M 16,620 – –
MWM
107
Minot Wealth Management
Massachusetts
$1.06M 16,132 – –
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$1.06M 16,122 +6,458 +67%
MCC
109
Money Concepts Capital
Florida
$1.05M 15,957 +11,007 +222%
GWAG
110
Garrett Wealth Advisory Group
Texas
$1.03M 15,695 -2,248 -13%
US Bancorp
111
US Bancorp
Minnesota
$1.03M 15,672 -1 -0%
VC
112
Vestor Capital
Illinois
$998K 15,182 -420 -3%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$990K 15,051 -10,782 -42%
KWM
114
Kingsview Wealth Management
Oregon
$976K 14,847 +14,847 New
NFSG
115
Newbridge Financial Services Group
Florida
$974K 14,814 -554 -4%
HNWAG
116
High Net Worth Advisory Group
Florida
$958K 14,580 – –
DWT
117
Dorsey & Whitney Trust
South Dakota
$947K 14,404 -122 -0.8%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$926K 14,083 +8,120 +136%
GWM
119
Geneos Wealth Management
Colorado
$917K 13,966 +2,682 +24%
APA
120
American Portfolios Advisors
New York
$881K 13,411 +156 +1%
KFP
121
KMG Fiduciary Partners
Ohio
$877K 13,346 +50 +0.4%
TP
122
Tranquility Partners
Tennessee
$851K 12,951 +1,447 +13%
DWM
123
Dakota Wealth Management
Florida
$847K 12,886 +12,886 New
IA
124
IFG Advisory
Georgia
$844K 12,846 +2,334 +22%
WDL
125
Well Done LLC
Michigan
$819K 12,464 – –
3 4
5
6 7