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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
KAS
5
Kestra Advisory Services
Texas
$3.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
126
Spinnaker Trust
Maine
$390K 4,021 – –
CT
127
Cambridge Trust
Massachusetts
$384K 3,956 – –
CAM
128
Cozad Asset Management
Illinois
$371K 3,820 – –
EW
129
Element Wealth
Mississippi
$352K 3,625 – –
FCFC
130
First Commonwealth Financial Corp
Pennsylvania
$344K 3,546 -133 -4%
EWA
131
Exencial Wealth Advisors
Oklahoma
$340K 3,507 +148 +4%
KLI
132
Kelman-Lazarov Inc
Tennessee
$336K 3,464 -23 -0.7%
FNBT
133
FineMark National Bank & Trust
Florida
$332K 3,420 – –
BSW
134
Buckingham Strategic Wealth
Missouri
$331K 3,410 -299 -8%
OIA
135
Optimum Investment Advisors
Illinois
$325K 3,344 -164 -5%
WTC
136
WhitTier Trust Company
Nevada
$319K 3,290 – –
WCWM
137
Willow Creek Wealth Management
California
$311K 3,208 – –
PW
138
Peninsula Wealth
California
$309K 3,186 – –
PA
139
PSI Advisors
Florida
$300K 3,092 -46 -1%
BJL
140
Brighton Jones LLC
Washington
$299K 3,079 +18 +0.6%
MWM
141
Madison Wealth Management
Ohio
$297K 3,065 – –
FCI
142
Financial Counselors Inc
Kansas
$295K 3,037 -916 -23%
LIA
143
LS Investment Advisors
Michigan
$281K 2,900 – –
DW
144
Domani Wealth
Pennsylvania
$279K 2,877 – –
MFT
145
Moisand Fitzgerald Tamayo
Florida
$275K 2,832 – –
CC
146
Courier Capital
New York
$263K 2,656 – –
W
147
Wealthquest
Ohio
$257K 2,650 – –
RC
148
RegentAtlantic Capital
New Jersey
$256K 2,633 – –
RJT
149
Raymond James Trust
Florida
$246K 2,531 +176 +7%
CBT
150
Central Bank & Trust
Kentucky
$245K 2,527 +2,527 New
4 5
6
7 8