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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
151
Moisand Fitzgerald Tamayo
Florida
$325K 2,832 – –
FCFC
152
First Commonwealth Financial Corp
Pennsylvania
$323K 2,816 -730 -21%
BJL
153
Brighton Jones LLC
Washington
$308K 2,686 +11 +0.4%
CC
154
Courier Capital
New York
$305K 2,656 – –
W
155
Wealthquest
Ohio
$303K 2,650 – –
RC
156
RegentAtlantic Capital
New Jersey
$302K 2,633 – –
PPA
157
Parametric Portfolio Associates
Washington
$302K 2,630 +653 +33%
IF
158
Intrua Financial
Texas
$299K 2,532 +207 +9%
HI
159
Harbour Investments
Wisconsin
$298K 2,601 +2,601 New
FFA
160
Founders Financial Alliance
North Carolina
$290K 2,443 +607 +33%
SC
161
SouthState Corp
Florida
$287K 2,500 – –
DW
162
Domani Wealth
Pennsylvania
$286K 2,497 -380 -13%
CT
163
Cambridge Trust
Massachusetts
$285K 2,483 -1,473 -37%
MOS
164
MGO One Seven
Ohio
$285K 2,487 +222 +10%
MIM
165
MTM Investment Management
South Carolina
$281K 2,453 -496 -17%
RJT
166
Raymond James Trust
Florida
$278K 2,427 -104 -4%
PA
167
PFG Advisors
Arizona
$273K 2,377 – –
GAM
168
Grandview Asset Management
Pennsylvania
$272K 2,375 +2,375 New
NB
169
Nicolet Bankshares
Wisconsin
$263K 2,292 – –
NCMW
170
Northern Capital Management (Washington)
Washington
$260K 2,268 -1,425 -39%
BWA
171
BDO Wealth Advisors
Florida
$257K 2,238 +2,238 New
BFS
172
Bickling Financial Services
Massachusetts
$255K 2,226 +11 +0.5%
M&T Bank
173
M&T Bank
New York
$249K 2,169 -20,555 -90%
C
174
Certuity
Florida
$242K 2,108 +50 +2%
IFWM
175
Institute for Wealth Management
Colorado
$239K 2,088 – –
5 6
7
8 9