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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
LPL Financial
2
LPL Financial
California
$217M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.6M
4
ACM
4
Advisors Capital Management
New Jersey
$8.95M
5
AWM
5
AE Wealth Management
Kansas
$6.85M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
151
Lake Street Advisors Group
New Hampshire
$731K -$6.44K -97 -0.9%
CA
152
CoreCap Advisors
Michigan
$725K -$29.3K -441 -4%
NFSG
153
Newbridge Financial Services Group
Florida
$717K -$105K -1,584 -13%
Northern Trust
154
Northern Trust
Illinois
$715K – – –
MFIM
155
Mesirow Financial Investment Management
Illinois
$712K +$712K +10,724 New
CCA
156
Cora Capital Advisors
New Jersey
$710K – – –
HP
157
Hilltop Partners
Indiana
$709K – – –
GAG
158
GM Advisory Group
New York
$687K -$212K -3,200 -24%
MCM
159
MidAtlantic Capital Management
Virginia
$667K +$667K +10,051 New
NCM
160
Noesis Capital Mangement
Florida
$664K – – –
William Blair & Company
161
William Blair & Company
Illinois
$662K +$46.5K +700 +8%
PI
162
PFG Investments
New York
$660K +$23.2K +350 +4%
MWA
163
Midland Wealth Advisors
Illinois
$654K +$654K +9,846 New
6F
164
626 Financial
Michigan
$653K -$77.9K -1,174 -11%
Prudential Financial
165
Prudential Financial
New Jersey
$644K +$65.9K +993 +11%
IWM
166
IHT Wealth Management
Illinois
$633K -$72.5K -1,092 -10%
BRWA
167
B. Riley Wealth Advisors
Florida
$632K +$18.7K +281 +3%
AWC
168
Adamsbrown Wealth Consultants
Kansas
$631K +$929 +14 +0.1%
RWP
169
RWA Wealth Partners
Massachusetts
$612K – – –
TFS
170
Thoroughbred Financial Services
Tennessee
$601K – – –
BAM
171
Bosun Asset Management
Illinois
$597K – – –
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$587K – – –
NW
173
NewEdge Wealth
Pennsylvania
$578K -$25.4K -382 -4%
FZCM
174
Flynn Zito Capital Management
New York
$571K -$196K -2,959 -26%
MSAM
175
Moloney Securities Asset Management
Missouri
$570K +$115K +1,738 +25%
5 6
7
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