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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$524K +$150K +2,537 +40%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$523K +$523K +8,850 New
TF
153
TIAA FSB
Florida
$509K +$509K +8,606 New
GFS
154
GYL Financial Synergies
Connecticut
$508K – – –
BFA
155
Benedict Financial Advisors
Georgia
$507K – – –
CL
156
Choreo LLC
Illinois
$503K – – –
AT
157
American Trust
Kentucky
$501K +$501K +8,474 New
PAG
158
Powers Advisory Group
Illinois
$488K -$91K -1,541 -16%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$474K -$206K -3,450 -30%
CAWM
160
Capital Advisors Wealth Management
Washington
$472K +$5.08K +86 +1%
CGPCS
161
Capital Group Private Client Services
California
$472K +$234K +3,957 +98%
Brown Advisory
162
Brown Advisory
Maryland
$470K -$92.8K -1,572 -16%
RA
163
RFG Advisory
Alabama
$461K +$3.95K +64 +0.9%
AWM
164
Axxcess Wealth Management
California
$449K – – –
KWM
165
Kaydan Wealth Management
Michigan
$444K -$24.3K -412 -5%
CAM
166
Cozad Asset Management
Illinois
$444K – – –
FFA
167
Founders Financial Alliance
North Carolina
$444K +$236 +4 +0.1%
IWM
168
IHT Wealth Management
Illinois
$444K +$2.9K +49 +0.7%
ARC
169
Advisor Resource Council
Texas
$432K +$432K +7,315 New
GAM
170
Grandview Asset Management
Pennsylvania
$424K -$39.4K -666 -9%
SYBT
171
Stock Yards Bank & Trust
Kentucky
$424K +$55.6K +940 +15%
SFA
172
Sequoia Financial Advisors
Ohio
$423K -$18.6K -315 -4%
ST
173
Spinnaker Trust
Maine
$415K +$59 +1 +0%
AL
174
Aspiriant LLC
California
$415K +$415K +7,023 New
NA
175
NewEdge Advisors
Louisiana
$407K +$407K +6,888 New
5 6
7
8 9