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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
T
101
TRUADVICE
Florida
$1.75M 27,243 +1,548 +6%
GWM
102
Geneos Wealth Management
Colorado
$1.62M 25,470 -4,919 -16%
RFA
103
Resurgent Financial Advisors
Georgia
$1.56M 24,537 +384 +2%
AI
104
Atria Investments
North Carolina
$1.49M 23,355 -2,588 -10%
CANC
105
Culbertson A N & Co
Virginia
$1.46M 23,000 – –
Citigroup
106
Citigroup
New York
$1.46M 22,938 -53 -0.2%
AC
107
Avant Capital
Louisiana
$1.45M 22,870 +2,599 +13%
GIA
108
Gladstone Institutional Advisory
Florida
$1.32M 20,772 +4,042 +24%
FTUS
109
Flow Traders U.S.
New York
$1.3M 20,509 -1,199 -6%
Mariner
110
Mariner
Kansas
$1.29M 20,333 +1,479 +8%
OC
111
Oppenheimer & Co
New York
$1.26M 19,834 +3,463 +21%
WCM
112
WealthBridge Capital Management
Ohio
$1.24M 19,567 -147 -0.7%
IWA
113
Inspirion Wealth Advisors
Illinois
$1.24M 19,562 – –
PA
114
Parallel Advisors
California
$1.22M 19,174 -1,949 -9%
BFG
115
Beacon Financial Group
Texas
$1.22M 19,312 – –
CG
116
Colony Group
Massachusetts
$1.2M 18,896 -224 -1%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$1.13M 17,744 -1,006 -5%
PTC
118
Private Trust Company
Ohio
$1.11M 17,446 +1,223 +8%
AWA
119
Alta Wealth Advisors
Massachusetts
$1.11M 17,420 – –
HWM
120
HB Wealth Management
Georgia
$1.1M 17,352 – –
PTP
121
Platform Technology Partners
New York
$1.08M 16,996 – –
VFA
122
Valeo Financial Advisors
Indiana
$1.06M 16,699 – –
SCA
123
St. Clair Advisors
Ohio
$1.06M 16,664 – –
US Bancorp
124
US Bancorp
Minnesota
$1.03M 16,132 -7 -0%
TP
125
Tranquility Partners
Tennessee
$989K 15,555 +713 +5%
3 4
5
6 7