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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$33.9M
3
LI
3
LRI Investments
Florida
$24.5M
4
MCM
4
MAI Capital Management
Ohio
$19.3M
5
BHB
5
Bank Hapoalim BM
Israel
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
LPL Financial
2
LPL Financial
California
$207M
3
MHS
3
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$464K
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
101
CRA Financial Services
New Jersey
$2.22M 30,763 +16 +0.1%
KeyBank National Association
102
KeyBank National Association
Ohio
$2.12M 29,375 -3,289 -10%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$2.04M 28,284 -157 -0.6%
JWCA
104
J.W. Cole Advisors
Florida
$1.87M 25,849 +37 +0.1%
RFA
105
Rollins Financial Advisors
New York
$1.85M 25,638 +735 +3%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.81M 25,112 +5,536 +28%
MG
107
Mather Group
Illinois
$1.8M 27,080 -9,076 -25%
CPIG
108
Chicago Partners Investment Group
Illinois
$1.77M 25,207 -1,295 -5%
HWMT
109
Heritage Wealth Management (Texas)
Texas
$1.71M 23,635 +429 +2%
BFG
110
Beacon Financial Group
Texas
$1.68M 23,287 -319 -1%
TFG
111
Team Financial Group
California
$1.67M 23,139 +1,496 +7%
CANC
112
Culbertson A N & Co
Virginia
$1.66M 22,960 – –
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.6M 22,180 -679 -3%
Citigroup
114
Citigroup
New York
$1.58M 21,864 -508 -2%
AI
115
Atria Investments
North Carolina
$1.58M 21,825 -128 -0.6%
GWM
116
Geneos Wealth Management
Colorado
$1.46M 20,268 -606 -3%
IWA
117
Inspirion Wealth Advisors
Illinois
$1.42M 19,652 – –
WCM
118
WealthBridge Capital Management
Ohio
$1.4M 19,421 +59 +0.3%
KIA
119
KCM Investment Advisors
California
$1.38M 19,068 +84 +0.4%
Mariner
120
Mariner
Kansas
$1.32M 18,263 -2 -0%
PTC
121
Private Trust Company
Ohio
$1.26M 17,472 -951 -5%
AWA
122
Alta Wealth Advisors
Massachusetts
$1.26M 17,420 – –
HWM
123
HB Wealth Management
Georgia
$1.25M 17,352 – –
FFA
124
Founders Financial Alliance
North Carolina
$1.23M 17,081 +9,541 +127%
CFP
125
Cascade Financial Partners
California
$1.22M 17,577 +17,577 New
3 4
5
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