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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$489K – – –
CAC
152
Certified Advisory Corp
Florida
$472K -$41.9K -759 -8%
CL
153
Choreo LLC
Illinois
$470K – – –
FPAS
154
Focus Partners Advisor Solutions
Missouri
$469K +$191K +3,462 +69%
RA
155
RFG Advisory
Alabama
$463K +$3.2K +52 +0.7%
PAG
156
Powers Advisory Group
Illinois
$460K +$3.26K +59 +0.7%
HSA
157
HBK Sorce Advisory
Pennsylvania
$458K +$110K +2,000 +32%
EW
158
Element Wealth
Mississippi
$457K +$115K +2,077 +34%
BFA
159
Benedict Financial Advisors
Georgia
$452K -$22.4K -406 -5%
CAWM
160
Capital Advisors Wealth Management
Washington
$446K +$4.8K +87 +1%
CGPCS
161
Capital Group Private Client Services
California
$445K +$3.1K +56 +0.7%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$442K +$442K +8,001 New
KWM
163
Kaydan Wealth Management
Michigan
$441K +$25.6K +463 +6%
IA
164
Insight Advisors
Pennsylvania
$439K -$34.9K -632 -7%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$436K -$10.8K -192 -2%
CAM
166
Cozad Asset Management
Illinois
$416K – – –
FFA
167
Founders Financial Alliance
North Carolina
$416K +$221 +4 +0.1%
VNB
168
Virginia National Bank
Virginia
$406K -$1.39M -25,112 -77%
GAM
169
Grandview Asset Management
Pennsylvania
$399K +$2.76K +50 +0.7%
SYBT
170
Stock Yards Bank & Trust
Kentucky
$396K – – –
UCFA
171
United Capital Financial Advisors
Texas
$392K +$108K +1,960 +38%
ST
172
Spinnaker Trust
Maine
$388K +$110 +2 +0%
M&T Bank
173
M&T Bank
New York
$388K +$11.8K +214 +3%
WWM
174
Western Wealth Management
Colorado
$388K +$110K +1,993 +40%
GRP
175
Global Retirement Partners
California
$380K -$3.92K -64 -1%
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