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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
WWM
2
Waterway Wealth Management
Texas
$48.4M
3
LPL Financial
3
LPL Financial
California
$217M
4
FF
4
Fox Financial
Pennsylvania
$16.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
101
CRA Financial Services
New Jersey
$2.04M 30,747 -597 -2%
FFN
102
Focus Financial Network
Minnesota
$1.99M 29,925 +29,925 New
AWA
103
Amplius Wealth Advisors
Pennsylvania
$1.89M 28,441 -466 -2%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.77M 26,502 -1,479 -5%
FTUS
105
Flow Traders U.S.
New York
$1.75M 26,320 +3,522 +15%
JWCA
106
J.W. Cole Advisors
Florida
$1.71M 25,812 -20,178 -44%
RF
107
Rollins Financial
Georgia
$1.65M 24,903 -2,685 -10%
RFA
108
Rollins Financial Advisors
New York
$1.65M 24,903 +24,903 New
RFA
109
Resurgent Financial Advisors
Georgia
$1.57M 23,726 -841 -3%
BFG
110
Beacon Financial Group
Texas
$1.57M 23,606 +4,346 +23%
HWMT
111
Heritage Wealth Management (Texas)
Texas
$1.54M 23,206 +23,206 New
CANC
112
Culbertson A N & Co
Virginia
$1.52M 22,960 -40 -0.2%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.52M 22,859 -2,079 -8%
Citigroup
114
Citigroup
New York
$1.49M 22,372 -551 -2%
AI
115
Atria Investments
North Carolina
$1.46M 21,953 +16 +0.1%
TFG
116
Team Financial Group
California
$1.44M 21,643 +1,309 +6%
GWM
117
Geneos Wealth Management
Colorado
$1.39M 20,874 -2,159 -9%
Renaissance Technologies
118
Renaissance Technologies
New York
$1.36M 20,500 +6,400 +45%
IWA
119
Inspirion Wealth Advisors
Illinois
$1.31M 19,652 -90 -0.5%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$1.3M 19,576 +450 +2%
WCM
121
WealthBridge Capital Management
Ohio
$1.29M 19,362 +282 +1%
KIA
122
KCM Investment Advisors
California
$1.26M 18,984 +138 +0.7%
PTC
123
Private Trust Company
Ohio
$1.22M 18,423 +977 +6%
Mariner
124
Mariner
Kansas
$1.21M 18,265 -2,229 -11%
PA
125
Parallel Advisors
California
$1.2M 18,130 -803 -4%
3 4
5
6 7