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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
SA
3
Sanctuary Advisors
Indiana
$11.3M
4
RVPG
4
Relative Value Partners Group
$10.3M
5
GVAG
5
Great Valley Advisor Group
Delaware
$57.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.6M
3
WWM
3
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
BHB
5
Bank Hapoalim BM
Israel
$6.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$2.07M 28,482 +3,370 +13%
AFP
102
Ausdal Financial Partners
Iowa
$2.01M 27,580 -4,010 -13%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$1.99M 27,418 -866 -3%
RFA
104
Rollins Financial Advisors
New York
$1.89M 25,995 +357 +1%
JWCA
105
J.W. Cole Advisors
Florida
$1.88M 25,847 -2 -0%
TFG
106
Team Financial Group
California
$1.84M 25,270 +2,131 +9%
CPIG
107
Chicago Partners Investment Group
Illinois
$1.77M 23,750 -1,457 -6%
GS
108
GTS Securities
New York
$1.69M 23,262 +23,262 New
RFA
109
Resurgent Financial Advisors
Georgia
$1.69M 23,223 -24,233 -51%
CANC
110
Culbertson A N & Co
Virginia
$1.66M 22,860 -100 -0.4%
AI
111
Atria Investments
North Carolina
$1.66M 22,858 +1,033 +5%
FFA
112
Founders Financial Alliance
North Carolina
$1.61M 22,191 +5,110 +30%
Citigroup
113
Citigroup
New York
$1.6M 22,048 +184 +0.8%
BFG
114
Beacon Financial Group
Texas
$1.51M 20,787 -2,500 -11%
MCM
115
MidAtlantic Capital Management
Virginia
$1.45M 19,955 +4,363 +28%
IWA
116
Inspirion Wealth Advisors
Illinois
$1.43M 19,652 – –
GWM
117
Geneos Wealth Management
Colorado
$1.41M 19,427 -841 -4%
KIA
118
KCM Investment Advisors
California
$1.4M 19,181 +113 +0.6%
WCM
119
WealthBridge Capital Management
Ohio
$1.35M 18,534 -887 -5%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$1.29M 17,668 -4,512 -20%
CFP
121
Cascade Financial Partners
California
$1.28M 17,577 – –
PTC
122
Private Trust Company
Ohio
$1.27M 17,472 – –
AWA
123
Alta Wealth Advisors
Massachusetts
$1.27M 17,420 – –
HWM
124
HB Wealth Management
Georgia
$1.26M 17,352 – –
PTP
125
Platform Technology Partners
New York
$1.24M 16,996 +16,996 New
3 4
5
6 7