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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
Comerica Bank
5
Comerica Bank
Texas
$3.52M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
$1.03M 16,699 – –
SWP
127
ShoreHaven Wealth Partners
New Jersey
$1.02M 16,530 -142,657 -90%
US Bancorp
128
US Bancorp
Minnesota
$1.01M 16,487 +355 +2%
SCA
129
St. Clair Advisors
Ohio
$979K 15,914 -750 -5%
AFO
130
Arrowroot Family Office
California
$952K 15,480 +767 +5%
VC
131
Vestor Capital
Illinois
$919K 14,952 +184 +1%
CG
132
Colony Group
Massachusetts
$918K 14,935 -3,961 -21%
HNWAG
133
High Net Worth Advisory Group
Florida
$897K 14,580 – –
KFP
134
KMG Fiduciary Partners
Ohio
$893K 14,524 +85 +0.6%
DWT
135
Dorsey & Whitney Trust
South Dakota
$886K 14,404 – –
Renaissance Technologies
136
Renaissance Technologies
New York
$867K 14,100 +5,100 +57%
GAG
137
GM Advisory Group
New York
$834K 13,556 +17 +0.1%
LOIP
138
Live Oak Investment Partners
Texas
– – – –
Bank of New York Mellon
139
Bank of New York Mellon
New York
$809K 13,150 -28,209 -68%
FAM
140
Family Asset Management
South Carolina
$776K 12,624 -1,066 -8%
CWM
141
Collaborative Wealth Management
Florida
$772K 12,556 +477 +4%
NFSG
142
Newbridge Financial Services Group
Florida
$762K 12,389 -51 -0.4%
GFS
143
GYL Financial Synergies
Connecticut
$733K 11,923 – –
WAM
144
WealthTrust Asset Management
Florida
$722K 11,747 -705 -6%
FZCM
145
Flynn Zito Capital Management
New York
$711K 11,567 +67 +0.6%
KWA
146
Kingswood Wealth Advisors
California
$702K 5,776 -5,010 -46%
CA
147
CoreCap Advisors
Michigan
$699K 11,361 +305 +3%
LSAG
148
Lake Street Advisors Group
New Hampshire
$683K 11,113 -1,621 -13%
WS
149
Wedbush Securities
California
$682K 11,092 – –
6F
150
626 Financial
Michigan
$677K 11,009 +36 +0.3%
4 5
6
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