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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
GVAG
3
Great Valley Advisor Group
Delaware
$18M
4
Creative Planning
4
Creative Planning
Kansas
$64.4M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$7.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
126
B. Riley Wealth Management
Tennessee
$551K 4,616 +330 +8%
RWP
127
RWA Wealth Partners
Massachusetts
$550K 4,609 – –
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$533K 4,469 +10 +0.2%
CL
129
Choreo LLC
Illinois
$507K 4,252 -943 -18%
BFA
130
Benedict Financial Advisors
Georgia
$503K 4,219 -306 -7%
HSA
131
HBK Sorce Advisory
Pennsylvania
$499K 4,187 – –
UCFA
132
United Capital Financial Advisors
Texas
$481K 4,031 – –
CAWM
133
Capital Advisors Wealth Management
Washington
$473K 3,964 +73 +2%
LNC
134
Lincoln National Corp
Pennsylvania
$470K 3,943 +3,943 New
William Blair & Company
135
William Blair & Company
Illinois
$463K 3,883 – –
CAM
136
Cozad Asset Management
Illinois
$456K 3,820 – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$455K 3,820 +2,539 +198%
IWM
138
IHT Wealth Management
Illinois
$441K 3,694 +3,694 New
Northern Trust
139
Northern Trust
Illinois
$437K 3,666 – –
FAIM
140
Financial Advocates Investment Management
Washington
$434K 3,638 +110 +3%
ST
141
Spinnaker Trust
Maine
$419K 3,511 +106 +3%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$418K 3,507 +702 +25%
RC
143
RegentAtlantic Capital
New Jersey
$414K 3,474 +841 +32%
FFA
144
Founders Financial Alliance
North Carolina
$411K 3,450 +976 +39%
FNBT
145
FineMark National Bank & Trust
Florida
$408K 3,420 – –
KLI
146
Kelman-Lazarov Inc
Tennessee
$400K 3,354 – –
SAM
147
SignalPoint Asset Management
Missouri
$399K 3,345 -313 -9%
GAM
148
Grandview Asset Management
Pennsylvania
$398K 3,334 +3,334 New
WTC
149
WhitTier Trust Company
Nevada
$392K 3,290 – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$386K 3,241 +94 +3%
4 5
6
7 8