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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
KAS
5
Kestra Advisory Services
Texas
$3.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
151
SouthState Corp
Florida
$243K 2,500 – –
PA
152
PFG Advisors
Arizona
$235K 2,377 -258 -10%
Prudential Financial
153
Prudential Financial
New Jersey
$225K 2,318 +2,318 New
NB
154
Nicolet Bankshares
Wisconsin
$222K 2,292 – –
SF
155
Synovus Financial
Georgia
$207K 2,129 +1,979 +1,319%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$205K 2,111 -89 -4%
FAAS
157
First Allied Advisory Services
California
$204K 2,103 -599 -22%
IFWM
158
Institute for Wealth Management
Colorado
$203K 2,088 +2,088 New
C
159
Certuity
Florida
$200K 2,058 +2,058 New
FFA
160
Founders Financial Alliance
North Carolina
$179K 1,836 +1,836 New
SSWG
161
Seven Springs Wealth Group
Tennessee
$175K 1,800 – –
PO
162
Private Ocean
California
$166K 1,710 +1,710 New
MA
163
MCF Advisors
Kentucky
$146K 1,500 – –
AWA
164
Arkadios Wealth Advisors
Georgia
$138K 1,374 +9 +0.7%
WCG
165
Weaver Consulting Group
California
$129K 1,326 – –
AA
166
Ancora Advisors
Ohio
$120K 1,236 – –
BC
167
Bartlett & Co
Ohio
$107K 1,100 -287 -21%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$107K 1,100 -287 -21%
CFA
169
Carroll Financial Associates
North Carolina
$97K 1,000 – –
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$96K 990 +990 New
IA
171
IFP Advisors
Florida
$93K 965 – –
OC
172
Oakworth Capital
Alabama
$87K 893 – –
GEA
173
Glen Eagle Advisors
New Jersey
$85.4K 880 – –
Franklin Resources
174
Franklin Resources
California
$82K 843 -75 -8%
FMTCOCP
175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K 850 – –
5 6
7
8 9