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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
Bank of America
North Carolina
$110M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Benedict Financial Advisors
Georgia
$552K +$552K +9,636 New
RWP
127
RWA Wealth Partners
Massachusetts
$529K – – –
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$510K +$1.15K +20 +0.2%
OCM
129
One Capital Management
California
$481K -$19.5K -340 -4%
HSA
130
HBK Sorce Advisory
Pennsylvania
$480K -$1.61K -28 -0.3%
William Blair & Company
131
William Blair & Company
Illinois
$474K -$330K -5,750 -41%
MCM
132
MAI Capital Management
Ohio
$465K +$465K +8,114 New
BRWM
133
B. Riley Wealth Management
Tennessee
$458K +$458K +7,988 New
CAM
134
Cozad Asset Management
Illinois
$438K – – –
RF
135
Rollins Financial
Georgia
$433K -$92.7K -1,616 -18%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$430K +$430K +7,392 New
SAM
137
SignalPoint Asset Management
Missouri
$415K -$56.1K -978 -12%
ST
138
Spinnaker Trust
Maine
$410K -$37.3K -652 -8%
KLI
139
Kelman-Lazarov Inc
Tennessee
$397K – – –
FNBT
140
FineMark National Bank & Trust
Florida
$392K – – –
BSW
141
Buckingham Strategic Wealth
Missouri
$391K -$14.3K -250 -4%
OIA
142
Optimum Investment Advisors
Illinois
$383K – – –
WTC
143
WhitTier Trust Company
Nevada
$377K – – –
EW
144
Element Wealth
Mississippi
$352K – – –
WCWM
145
Willow Creek Wealth Management
California
$350K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$344K +$111K +1,940 +48%
EWA
147
Exencial Wealth Advisors
Oklahoma
$337K -$49K -854 -13%
FCI
148
Financial Counselors Inc
Kansas
$334K -$14.1K -246 -4%
LIA
149
LS Investment Advisors
Michigan
$333K – – –
CAWM
150
Capital Advisors Wealth Management
Washington
$330K +$330K +5,758 New
4 5
6
7 8