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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$98.3M
2
LPL Financial
2
LPL Financial
California
$124M
3
TFA
3
Tobias Financial Advisors
Florida
$14M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$11.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
151
Kaydan Wealth Management
Michigan
$521K +$52.9K +805 +11%
CAWM
152
Capital Advisors Wealth Management
Washington
$520K +$13.4K +204 +3%
GAM
153
Grandview Asset Management
Pennsylvania
$515K +$30.8K +469 +6%
PPA
154
Parametric Portfolio Associates
Washington
$504K +$188K +2,860 +59%
Citadel Advisors
155
Citadel Advisors
Florida
$500K +$500K +7,614 New
AWM
156
Axxcess Wealth Management
California
$499K – – –
CAM
157
Cozad Asset Management
Illinois
$494K – – –
FFA
158
Founders Financial Alliance
North Carolina
$494K +$21.5K +327 +5%
IWM
159
IHT Wealth Management
Illinois
$491K +$2.11K +32 +0.4%
SFA
160
Sequoia Financial Advisors
Ohio
$491K +$43.4K +660 +10%
RA
161
RFG Advisory
Alabama
$486K +$2.1K +32 +0.4%
Renaissance Technologies
162
Renaissance Technologies
New York
$473K -$736K -11,200 -61%
ST
163
Spinnaker Trust
Maine
$462K +$66 +1 +0%
AR
164
Advisory Research
Illinois
$454K – – –
MWAM
165
Manhattan West Asset Management
California
$451K – – –
M&T Bank
166
M&T Bank
New York
$448K – – –
KLI
167
Kelman-Lazarov Inc
Tennessee
$441K – – –
NF
168
NTB Financial
Colorado
$438K +$1.12K +17 +0.3%
WTC
169
WhitTier Trust Company
Nevada
$432K – – –
SAM
170
SignalPoint Asset Management
Missouri
$430K -$1.12K -17 -0.3%
PW
171
Peninsula Wealth
California
$419K – – –
GIA
172
Gladstone Institutional Advisory
Florida
$416K +$135K +2,051 +48%
BFS
173
Bickling Financial Services
Massachusetts
$415K +$26.2K +398 +7%
RC
174
RegentAtlantic Capital
New Jersey
$415K +$77.6K +1,182 +23%
EW
175
Element Wealth
Mississippi
$412K -$3.75K -57 -0.9%
5 6
7
8 9