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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$1.21M +$433K +6,000 +56%
VFA
127
Valeo Financial Advisors
Indiana
$1.17M – – –
OC
128
Oppenheimer & Co
New York
$1.15M -$134K -1,857 -10%
SCA
129
St. Clair Advisors
Ohio
$1.14M -$5.41K -75 -0.5%
US Bancorp
130
US Bancorp
Minnesota
$1.14M +$74.6K +1,034 +7%
PA
131
Parallel Advisors
California
$1.14M -$172K -2,382 -13%
TP
132
Tranquility Partners
Tennessee
$1.13M +$2.89K +40 +0.3%
MCM
133
MidAtlantic Capital Management
Virginia
$1.13M +$400K +5,541 +55%
FZCM
134
Flynn Zito Capital Management
New York
$1.1M +$477K +6,604 +77%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$1.09M -$20.7K -287 -2%
KFP
136
KMG Fiduciary Partners
Ohio
$1.06M +$4.4K +61 +0.4%
DWT
137
Dorsey & Whitney Trust
South Dakota
$1.04M – – –
GFS
138
GYL Financial Synergies
Connecticut
$1.03M – – –
HNWAG
139
High Net Worth Advisory Group
Florida
$1.02M -$28.9K -400 -3%
VC
140
Vestor Capital
Illinois
$977K -$5.85K -81 -0.6%
Citadel Advisors
141
Citadel Advisors
Florida
$939K -$2.16M -29,858 -70%
AFO
142
Arrowroot Family Office
California
$925K -$148K -2,050 -14%
RB
143
Rodgers Brothers
Pennsylvania
$919K +$919K +12,733 New
CA
144
CoreCap Advisors
Michigan
$887K +$98.6K +1,366 +13%
MFIM
145
Mesirow Financial Investment Management
Illinois
$876K +$102K +1,414 +13%
SWP
146
ShoreHaven Wealth Partners
New Jersey
$875K -$60.6K -839 -6%
FA
147
FSA Advisors
Michigan
$872K +$872K +12,083 New
CWM
148
Collaborative Wealth Management
Florida
$813K -$106K -1,462 -11%
WS
149
Wedbush Securities
California
$801K – – –
LSAG
150
Lake Street Advisors Group
New Hampshire
$795K +$144 +2 +0%
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6
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