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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
80
Reduced
87
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$116M
2
JWCA
J.W. Cole Advisors
Florida
$7.44M
3
Goldman Sachs
Goldman Sachs
New York
$19.7M
4
Morgan Stanley
Morgan Stanley
New York
$194M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.16M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$0
2
GVAG
Great Valley Advisor Group
Delaware
$14.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$394K
5
LPL Financial
LPL Financial
California
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
$694K +$9.38K +142 +1%
CAC
127
Certified Advisory Corp
Florida
$674K -$104K -1,575 -13%
NCM
128
Noesis Capital Mangement
Florida
$660K -$677K -10,250 -51%
RMCM
129
Reynders McVeigh Capital Management
Massachusetts
$660K – – –
FTS
130
Fifth Third Securities
Ohio
$658K +$283K +4,291 +76%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$638K -$1.76M -26,594 -73%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$635K +$33.3K +511 +6%
Brown Advisory
133
Brown Advisory
Maryland
$629K -$252K -3,820 -29%
BRWM
134
B. Riley Wealth Management
Tennessee
$624K +$14.1K +214 +2%
RWP
135
RWA Wealth Partners
Massachusetts
$609K – – –
RWA
136
Redmont Wealth Advisors
Illinois
$594K +$594K +9,000 New
SKK
137
Shepherd Kaplan Krochuk
Massachusetts
$592K +$1.32K +20 +0.2%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$566K +$62.2K +944 +12%
CL
139
Choreo LLC
Illinois
$562K – – –
BFA
140
Benedict Financial Advisors
Georgia
$557K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$556K -$346K -5,232 -38%
HSA
142
HBK Sorce Advisory
Pennsylvania
$550K -$2.91K -44 -0.5%
William Blair & Company
143
William Blair & Company
Illinois
$511K -$1.85K -28 -0.4%
CAWM
144
Capital Advisors Wealth Management
Washington
$509K -$14.9K -226 -3%
AWM
145
Axxcess Wealth Management
California
$502K +$502K +7,596 New
CAM
146
Cozad Asset Management
Illinois
$497K -$7.93K -120 -2%
IWM
147
IHT Wealth Management
Illinois
$491K +$2.97K +45 +0.6%
RA
148
RFG Advisory
Alabama
$487K +$487K +7,370 New
GAM
149
Grandview Asset Management
Pennsylvania
$486K +$46K +697 +10%
FFA
150
Founders Financial Alliance
North Carolina
$475K +$18.9K +286 +4%
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