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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
151
GM Advisory Group
New York
$780K +$32.7K +453 +4%
CCA
152
Cora Capital Advisors
New Jersey
$772K – – –
HP
153
Hilltop Partners
Indiana
$771K – – –
NFSG
154
Newbridge Financial Services Group
Florida
$767K -$13.4K -186 -2%
William Blair & Company
155
William Blair & Company
Illinois
$764K +$44.8K +620 +6%
NCM
156
Noesis Capital Mangement
Florida
$722K – – –
CJFS
157
Coulter & Justus Financial Services
Tennessee
$722K +$722K +10,000 New
PI
158
PFG Investments
New York
$721K +$3.18K +44 +0.4%
6F
159
626 Financial
Michigan
$712K +$1.66K +23 +0.2%
AWC
160
Adamsbrown Wealth Consultants
Kansas
$687K +$650 +9 +0.1%
MWA
161
Midland Wealth Advisors
Illinois
$679K -$32K -443 -4%
RWP
162
RWA Wealth Partners
Massachusetts
$665K – – –
BAM
163
Bosun Asset Management
Illinois
$650K – – –
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$639K – – –
IWM
165
IHT Wealth Management
Illinois
$626K -$62.7K -869 -9%
CAWM
166
Capital Advisors Wealth Management
Washington
$614K +$1.66K +23 +0.3%
NW
167
NewEdge Wealth
Pennsylvania
$608K +$4.64K +67 +0.8%
FFA
168
Frazier Financial Advisors
Ohio
$606K +$217 +3 +0%
M&T Bank
169
M&T Bank
New York
$604K -$2.45K -34 -0.4%
WDL
170
Well Done LLC
Michigan
$604K – – –
CL
171
Choreo LLC
Illinois
$602K -$389K -5,386 -39%
EW
172
Element Wealth
Mississippi
$601K +$1.66K +23 +0.3%
MSAM
173
Moloney Securities Asset Management
Missouri
$601K -$19.9K -275 -3%
HSA
174
HBK Sorce Advisory
Pennsylvania
$593K – – –
BFA
175
Benedict Financial Advisors
Georgia
$591K – – –
5 6
7
8 9