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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.7M
2
SWP
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
Creative Planning
Kansas
$49.5M
4
JWCA
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
Red Cedar Investment Management
Michigan
$0
2
Bank of America
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.96M
5
SPIA
Steward Partners Investment Advisory
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cozad Asset Management
Illinois
$355K +$355K +7,640 New
GVAG
127
Great Valley Advisor Group
Delaware
$353K +$353K +7,592 New
BSW
128
Buckingham Strategic Wealth
Missouri
$344K +$16.9K +364 +5%
FCFC
129
First Commonwealth Financial Corp
Pennsylvania
$342K – – –
EW
130
Element Wealth
Mississippi
$337K – – –
IA
131
IFG Advisory
Georgia
$327K +$327K +7,042 New
OIA
132
Optimum Investment Advisors
Illinois
$326K -$10.1K -218 -3%
KLI
133
Kelman-Lazarov Inc
Tennessee
$324K -$5.39K -116 -2%
FNBT
134
FineMark National Bank & Trust
Florida
$318K – – –
EWA
135
Exencial Wealth Advisors
Oklahoma
$312K -$94.5K -2,034 -23%
WTC
136
WhitTier Trust Company
Nevada
$306K – – –
OC
137
Oppenheimer & Co
New York
$306K +$306K +6,584 New
WCWM
138
Willow Creek Wealth Management
California
$298K – – –
PW
139
Peninsula Wealth
California
$296K – – –
PA
140
PSI Advisors
Florida
$291K -$60.3K -1,300 -17%
MWM
141
Madison Wealth Management
Ohio
$285K – – –
BJL
142
Brighton Jones LLC
Washington
$284K +$557 +12 +0.2%
FTUS
143
Flow Traders U.S.
New York
$281K +$281K +6,044 New
LIA
144
LS Investment Advisors
Michigan
$269K – – –
BRWM
145
B. Riley Wealth Management
Tennessee
$269K +$269K +5,796 New
DW
146
Domani Wealth
Pennsylvania
$267K – – –
MFT
147
Moisand Fitzgerald Tamayo
Florida
$263K – – –
FAAS
148
First Allied Advisory Services
California
$251K +$251K +5,404 New
CC
149
Courier Capital
New York
$248K – – –
PA
150
PFG Advisors
Arizona
$247K +$25.8K +550 +12%
4 5
6
7 8