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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
151
CoreCap Advisors
Michigan
$957K 12,186 +1,334 +12%
BRWA
152
B. Riley Wealth Advisors
Florida
$932K 11,917 +671 +6%
OA
153
Operose Advisors
Wisconsin
$919K 11,700 +11,700 New
NFSG
154
Newbridge Financial Services Group
Florida
$906K 11,527 +1,026 +10%
GRP
155
Global Retirement Partners
California
$885K 11,261 +235 +2%
LSAG
156
Lake Street Advisors Group
New Hampshire
$882K 11,222 +202 +2%
Prudential Financial
157
Prudential Financial
New Jersey
$878K 11,178 +2,685 +32%
WS
158
Wedbush Securities
California
$871K 11,092 – –
CCA
159
Cora Capital Advisors
New Jersey
$840K 10,694 – –
HP
160
Hilltop Partners
Indiana
$839K 10,686 – –
NA
161
NewEdge Advisors
Louisiana
$823K 10,470 -249 -2%
SWP
162
ShoreHaven Wealth Partners
New Jersey
$803K 10,220 -900 -8%
PI
163
PFG Investments
New York
$792K 10,077 +40 +0.4%
NCM
164
Noesis Capital Mangement
Florida
$786K 10,000 – –
IWM
165
IHT Wealth Management
Illinois
$779K 9,924 +1,349 +16%
6F
166
626 Financial
Michigan
$779K 9,914 +26 +0.3%
FA
167
FSA Advisors
Michigan
$772K 10,616 -1,429 -12%
DAS
168
Dynamic Advisor Solutions
Arizona
$771K 9,812 +1,168 +14%
EWA
169
EverSource Wealth Advisors
Alabama
$770K 9,796 +1,331 +16%
TFS
170
Thoroughbred Financial Services
Tennessee
$768K 9,781 +276 +3%
MSAM
171
Moloney Securities Asset Management
Missouri
$754K 9,602 +1,742 +22%
HWMT
172
Heritage Wealth Management (Texas)
Texas
$750K 9,544 -1,284 -12%
CWM
173
Collaborative Wealth Management
Florida
$740K 9,424 -36 -0.4%
RWP
174
RWA Wealth Partners
Massachusetts
$724K 9,218 – –
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$713K 9,080 +1 +0%
5 6
7
8 9