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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.4M
3
GW
GW & Wade
Massachusetts
$132M
4
SP
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
Bank of America
North Carolina
$94.2M
3
Ameriprise
Ameriprise
Minnesota
$90.4M
4
OCM
One Capital Management
California
$283K
5
RJA
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFO
126
Arrowroot Family Office
California
$914K +$914K +14,768 New
HNWAG
127
High Net Worth Advisory Group
Florida
$902K – – –
DWT
128
Dorsey & Whitney Trust
South Dakota
$891K – – –
WAM
129
WealthTrust Asset Management
Florida
$878K -$39.8K -643 -4%
KFP
130
KMG Fiduciary Partners
Ohio
$877K +$16K +258 +2%
LOIP
131
Live Oak Investment Partners
Texas
$873K -$832K – –
FAM
132
Family Asset Management
South Carolina
$870K -$124K -2,006 -12%
NFSG
133
Newbridge Financial Services Group
Florida
$850K -$6.68K -108 -0.8%
GAG
134
GM Advisory Group
New York
$836K +$990 +16 +0.1%
AWC
135
Adamsbrown Wealth Consultants
Kansas
$768K +$1.24K +20 +0.2%
FAIM
136
Financial Advocates Investment Management
Washington
$764K +$240K +3,876 +46%
GFS
137
GYL Financial Synergies
Connecticut
$738K – – –
6F
138
626 Financial
Michigan
$694K -$50.9K -822 -7%
WS
139
Wedbush Securities
California
$686K – – –
FZCM
140
Flynn Zito Capital Management
New York
$680K +$3.65K +59 +0.5%
Northern Trust
141
Northern Trust
Illinois
$667K -$32K -518 -5%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$663K +$109K +1,760 +20%
CCA
143
Cora Capital Advisors
New Jersey
$662K – – –
IWM
144
IHT Wealth Management
Illinois
$641K +$6.12K +99 +1%
NCM
145
Noesis Capital Mangement
Florida
$619K – – –
RMCM
146
Reynders McVeigh Capital Management
Massachusetts
$619K – – –
SCA
147
STALEY CAPITAL ADVISERS
Pennsylvania
$610K +$248 +4 +0%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$605K +$67.1K +1,085 +12%
BRWA
149
B. Riley Wealth Advisors
Florida
$600K -$120K -1,945 -17%
BAM
150
Belpointe Asset Management
Nevada
$592K -$2.35K -38 -0.4%
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6
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