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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$5.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
T
101
TRUADVICE
Florida
$1.61M 26,095 -1,148 -4%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.54M 24,938 -10,831 -30%
RFA
103
Resurgent Financial Advisors
Georgia
$1.51M 24,567 +30 +0.1%
AC
104
Avant Capital
Louisiana
$1.5M 24,386 +1,516 +7%
GWM
105
Geneos Wealth Management
Colorado
$1.42M 23,033 -2,437 -10%
CANC
106
Culbertson A N & Co
Virginia
$1.41M 23,000 – –
Citigroup
107
Citigroup
New York
$1.41M 22,923 -15 -0.1%
FTUS
108
Flow Traders U.S.
New York
$1.4M 22,798 +2,289 +11%
AI
109
Atria Investments
North Carolina
$1.35M 21,937 -1,418 -6%
Mariner
110
Mariner
Kansas
$1.26M 20,494 +161 +0.8%
TFG
111
Team Financial Group
California
$1.25M 20,334 +20,334 New
BFG
112
Beacon Financial Group
Texas
$1.23M 19,260 -52 -0.3%
IWA
113
Inspirion Wealth Advisors
Illinois
$1.21M 19,742 +180 +0.9%
TRCT
114
Tower Research Capital (TRC)
New York
$1.2M 19,532 +16,128 +474%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$1.18M 19,126 +6,718 +54%
WCM
116
WealthBridge Capital Management
Ohio
$1.17M 19,080 -487 -2%
PA
117
Parallel Advisors
California
$1.16M 18,933 -241 -1%
KIA
118
KCM Investment Advisors
California
$1.16M 18,846 +18,846 New
ATPW
119
Ashton Thomas Private Wealth
Arizona
$1.13M 18,414 +670 +4%
OC
120
Oppenheimer & Co
New York
$1.11M 18,097 -1,737 -9%
PTC
121
Private Trust Company
Ohio
$1.07M 17,446 – –
AWA
122
Alta Wealth Advisors
Massachusetts
$1.07M 17,420 – –
HWM
123
HB Wealth Management
Georgia
$1.07M 17,352 – –
TP
124
Tranquility Partners
Tennessee
$1.06M 17,256 +1,701 +11%
PTP
125
Platform Technology Partners
New York
$1.05M 16,996 – –
3 4
5
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