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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
101
Avant Capital
Louisiana
$2.34M 30,054 +30,054 New
AAS
102
Avantax Advisory Services
Texas
$2.32M 29,836 +593 +2%
MCM
103
MidAtlantic Capital Management
Virginia
$2.3M 29,598 +1,057 +4%
AFP
104
Ausdal Financial Partners
Iowa
$2.3M 29,568 -188 -0.6%
RFA
105
Rollins Financial Advisors
New York
$2.29M 29,428 +1,009 +4%
WANY
106
Wealthspire Advisors (New York)
New York
$2.26M 29,032 +15,627 +117%
CPIG
107
Chicago Partners Investment Group
Illinois
$2.24M 28,777 +5,730 +25%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.12M 27,193 -20,021 -42%
KWA
109
Kondo Wealth Advisors
California
$2.07M 26,591 +26,591 New
JWCA
110
J.W. Cole Advisors
Florida
$2.05M 26,379 +123 +0.5%
AWA
111
Amplius Wealth Advisors
Pennsylvania
$2.03M 26,075 -100 -0.4%
TFG
112
Team Financial Group
California
$1.96M 25,178 +25 +0.1%
GWM
113
Geneos Wealth Management
Colorado
$1.89M 24,306 +4,313 +22%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.86M 23,063 +3,487 +18%
Citigroup
115
Citigroup
New York
$1.81M 23,257 +2,502 +12%
CANC
116
Culbertson A N & Co
Virginia
$1.78M 22,860 – –
RFA
117
Resurgent Financial Advisors
Georgia
$1.73M 22,225 -871 -4%
AI
118
Atria Investments
North Carolina
$1.73M 22,199 -511 -2%
CL
119
Choreo LLC
Illinois
$1.69M 21,706 +4 +0%
PTC
120
Private Trust Company
Ohio
$1.66M 21,349 +1,674 +9%
UPS
121
UHLMANN PRICE SECURITIES
Illinois
$1.61M 20,656 +1,229 +6%
WSFS
122
Wilmington Savings Fund Society
Delaware
$1.6M 20,620 -4,000 -16%
FFA
123
Founders Financial Alliance
North Carolina
$1.56M 20,036 +264 +1%
IWA
124
Inspirion Wealth Advisors
Illinois
$1.53M 19,692 +40 +0.2%
BFG
125
Beacon Financial Group
Texas
$1.5M 19,297 -1,325 -6%
3 4
5
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