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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
151
RWA Wealth Partners
Massachusetts
$570K – – –
William Blair & Company
152
William Blair & Company
Illinois
$568K -$14K -226 -2%
FHC
153
First Heartland Consultants
Missouri
$564K – – –
CL
154
Choreo LLC
Illinois
$559K -$9.84K -159 -2%
TSS
155
Two Sigma Securities
New York
$558K +$558K +9,022 New
BAM
156
Bosun Asset Management
Illinois
$557K – – –
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$547K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$545K +$11.1K +180 +2%
CAWM
159
Capital Advisors Wealth Management
Washington
$527K +$2.1K +34 +0.4%
WDL
160
Well Done LLC
Michigan
$517K – – –
SFS
161
Sowell Financial Services
Arkansas
$517K +$517K +8,354 New
MA
162
Mutual Advisors
Nebraska
$517K -$12.8K -207 -2%
EW
163
Element Wealth
Mississippi
$512K -$2.47K -40 -0.5%
HSA
164
HBK Sorce Advisory
Pennsylvania
$508K -$508K -8,212 -50%
BFA
165
Benedict Financial Advisors
Georgia
$506K – – –
KWM
166
Kaydan Wealth Management
Michigan
$500K +$3.34K +54 +0.7%
PI
167
PFG Investments
New York
$494K +$494K +7,993 New
CAC
168
Certified Advisory Corp
Florida
$484K -$12.6K -204 -3%
HTC
169
Haverford Trust Company
Pennsylvania
$483K +$483K +7,802 New
RA
170
RFG Advisory
Alabama
$480K +$12.4K +201 +3%
M&T Bank
171
M&T Bank
New York
$479K – – –
MSAM
172
Moloney Securities Asset Management
Missouri
$475K -$742 -12 -0.2%
GCM
173
Gunderson Capital Management
South Carolina
$471K -$17K -275 -3%
FFA
174
Founders Financial Alliance
North Carolina
$466K +$247 +4 +0.1%
CAM
175
Cozad Asset Management
Illinois
$465K – – –
5 6
7
8 9