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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
126
WealthBridge Capital Management
Ohio
$1.46M +$3.73K +48 +0.3%
HWM
127
HB Wealth Management
Georgia
$1.41M +$55.9K +718 +4%
CFP
128
Cascade Financial Partners
California
$1.37M – – –
AWA
129
Alta Wealth Advisors
Massachusetts
$1.36M – – –
KIA
130
KCM Investment Advisors
California
$1.31M -$188K -2,422 -13%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$1.31M +$25.2K +324 +2%
VFA
132
Valeo Financial Advisors
Indiana
$1.3M – – –
FZCM
133
Flynn Zito Capital Management
New York
$1.28M +$6.46K +83 +0.5%
US Bancorp
134
US Bancorp
Minnesota
$1.28M +$233 +3 +0%
KFP
135
KMG Fiduciary Partners
Ohio
$1.28M +$25K +322 +2%
Northern Trust
136
Northern Trust
Illinois
$1.27M – – –
SCA
137
St. Clair Advisors
Ohio
$1.23M – – –
TP
138
Tranquility Partners
Tennessee
$1.23M -$32.3K -410 -3%
Mariner
139
Mariner
Kansas
$1.22M -$44.8K -576 -4%
PA
140
Parallel Advisors
California
$1.21M -$14.9K -192 -1%
P
141
&Partners
Tennessee
$1.19M +$56.8K +726 +5%
EWA
142
Etesian Wealth Advisors
Oregon
$1.17M +$900K +11,568 +329%
Renaissance Technologies
143
Renaissance Technologies
New York
$1.16M -$31.1K -400 -3%
DWT
144
Dorsey & Whitney Trust
South Dakota
$1.12M – – –
KAS
145
KPP Advisory Services
Kentucky
$1.1M +$130K +1,673 +13%
HNWAG
146
High Net Worth Advisory Group
Florida
$1.1M – – –
PTP
147
Platform Technology Partners
New York
$1.06M -$264K -3,399 -20%
CA
148
CoreCap Advisors
Michigan
$1.05M +$99.9K +1,284 +11%
William Blair & Company
149
William Blair & Company
Illinois
$1.02M – – –
OC
150
Oppenheimer & Co
New York
$1.01M -$140K -1,794 -12%
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