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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CANC
101
Culbertson A N & Co
Virginia
$1.42M 23,000 – –
Citigroup
102
Citigroup
New York
$1.42M 22,991 +2,115 +10%
FTUS
103
Flow Traders U.S.
New York
$1.34M 21,708 +21,708 New
PA
104
Parallel Advisors
California
$1.31M 21,123 -21 -0.1%
TRCT
105
Tower Research Capital (TRC)
New York
$1.28M 20,762 +15,472 +292%
AC
106
Avant Capital
Louisiana
$1.25M 20,271 +3,636 +22%
WCM
107
WealthBridge Capital Management
Ohio
$1.22M 19,714 +433 +2%
IWA
108
Inspirion Wealth Advisors
Illinois
$1.21M 19,562 – –
BFG
109
Beacon Financial Group
Texas
$1.2M 19,312 – –
CG
110
Colony Group
Massachusetts
$1.18M 19,120 +2,102 +12%
Mariner
111
Mariner
Kansas
$1.17M 18,854 +1,454 +8%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$1.16M 18,750 +2,280 +14%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$1.13M 18,253 +11,162 +157%
AWA
114
Alta Wealth Advisors
Massachusetts
$1.08M 17,420 – –
HWM
115
HB Wealth Management
Georgia
$1.07M 17,352 – –
PTP
116
Platform Technology Partners
New York
$1.05M 16,996 – –
GIA
117
Gladstone Institutional Advisory
Florida
$1.03M 16,730 +527 +3%
VFA
118
Valeo Financial Advisors
Indiana
$1.03M 16,699 – –
SCA
119
St. Clair Advisors
Ohio
$1.03M 16,664 -1,800 -10%
OC
120
Oppenheimer & Co
New York
$1.01M 16,371 +1,900 +13%
PTC
121
Private Trust Company
Ohio
$1M 16,223 -1,064 -6%
US Bancorp
122
US Bancorp
Minnesota
$998K 16,139 -633 -4%
DWM
123
Dakota Wealth Management
Florida
$956K 15,461 – –
VC
124
Vestor Capital
Illinois
$928K 15,004 +421 +3%
TP
125
Tranquility Partners
Tennessee
$918K 14,842 +628 +4%
3 4
5
6 7