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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$1.21M 20,483 +4,361 +27%
VC
102
Vicus Capital
Pennsylvania
$1.17M 19,784 -2,087 -10%
MG
103
Mather Group
Illinois
$1.17M 19,757 +19,757 New
IWA
104
Inspirion Wealth Advisors
Illinois
$1.16M 19,562 – –
WAM
105
WealthTrust Asset Management
Florida
$1.15M 19,526 +14,406 +281%
BFG
106
Beacon Financial Group
Texas
$1.15M 19,312 – –
WCM
107
WealthBridge Capital Management
Ohio
$1.13M 19,154 -114 -0.6%
GAG
108
GM Advisory Group
New York
$1.09M 18,408 +344 +2%
PA
109
Parallel Advisors
California
$1.08M 18,189 -366 -2%
CFS
110
CRA Financial Services
New Jersey
$1.05M 17,822 +17,822 New
AWA
111
Alta Wealth Advisors
Massachusetts
$1.03M 17,420 – –
FTS
112
Fifth Third Securities
Ohio
$1.03M 17,434 +17,434 New
CG
113
Colony Group
Massachusetts
$1.02M 17,330 – –
Mariner
114
Mariner
Kansas
$1.01M 17,110 -4,274 -20%
PTP
115
Platform Technology Partners
New York
$1M 16,996 – –
AC
116
Avant Capital
Louisiana
$996K 16,855 +74 +0.4%
VFA
117
Valeo Financial Advisors
Indiana
$987K 16,699 +79 +0.5%
MWM
118
Minot Wealth Management
Massachusetts
$953K 16,132 – –
US Bancorp
119
US Bancorp
Minnesota
$915K 15,488 -184 -1%
VC
120
Vestor Capital
Illinois
$891K 15,083 -99 -0.7%
TP
121
Tranquility Partners
Tennessee
$871K 14,737 +1,786 +14%
NFSG
122
Newbridge Financial Services Group
Florida
$864K 14,619 -195 -1%
HNWAG
123
High Net Worth Advisory Group
Florida
$862K 14,580 – –
DWT
124
Dorsey & Whitney Trust
South Dakota
$851K 14,404 – –
IA
125
IFG Advisory
Georgia
$839K 14,207 +1,361 +11%
3 4
5
6 7