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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
101
Amplius Wealth Advisors
Pennsylvania
$2.06M 26,175 -1,243 -5%
TFG
102
Team Financial Group
California
$1.98M 25,153 -117 -0.5%
WSFS
103
Wilmington Savings Fund Society
Delaware
$1.93M 24,620 +24,620 New
MFIM
104
Mesirow Financial Investment Management
Illinois
$1.88M 23,882 +11,942 +100%
CPIG
105
Chicago Partners Investment Group
Illinois
$1.83M 23,047 -703 -3%
RFA
106
Resurgent Financial Advisors
Georgia
$1.81M 23,096 -127 -0.5%
Jane Street
107
Jane Street
New York
$1.81M 23,032 -14,126 -38%
CANC
108
Culbertson A N & Co
Virginia
$1.8M 22,860 – –
AI
109
Atria Investments
North Carolina
$1.78M 22,710 -148 -0.6%
CL
110
Choreo LLC
Illinois
$1.7M 21,702 -7,797 -26%
Citigroup
111
Citigroup
New York
$1.63M 20,755 -1,293 -6%
BFG
112
Beacon Financial Group
Texas
$1.62M 20,622 -165 -0.8%
GWM
113
Geneos Wealth Management
Colorado
$1.57M 19,993 +566 +3%
FFA
114
Founders Financial Alliance
North Carolina
$1.55M 19,772 -2,419 -11%
PTC
115
Private Trust Company
Ohio
$1.55M 19,675 +2,203 +13%
IWA
116
Inspirion Wealth Advisors
Illinois
$1.54M 19,652 – –
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$1.54M 19,630 -2,181,356 -99%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$1.54M 19,576 +1,908 +11%
UPS
119
UHLMANN PRICE SECURITIES
Illinois
$1.53M 19,427 +19,427 New
KIA
120
KCM Investment Advisors
California
$1.51M 19,281 +100 +0.5%
WCM
121
WealthBridge Capital Management
Ohio
$1.47M 18,734 +200 +1%
CFP
122
Cascade Financial Partners
California
$1.41M 17,577 – –
AWA
123
Alta Wealth Advisors
Massachusetts
$1.37M 17,420 – –
HWM
124
HB Wealth Management
Georgia
$1.36M 17,352 – –
PTP
125
Platform Technology Partners
New York
$1.34M 16,996 – –
3 4
5
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