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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
4
Ameriprise
Minnesota
$138M
5
LPL Financial
5
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
151
Rodgers Brothers
Pennsylvania
$991K – – –
MSAM
152
Moloney Securities Asset Management
Missouri
$971K +$224K +2,882 +30%
BRWA
153
B. Riley Wealth Advisors
Florida
$920K -$6.85K -88 -0.7%
MFIM
154
Mesirow Financial Investment Management
Illinois
$919K -$939K -12,071 -51%
VC
155
Vestor Capital
Illinois
$917K -$58.8K -756 -6%
TM
156
TigerOak Management
New Mexico
$912K +$912K +11,718 New
OA
157
Operose Advisors
Wisconsin
$910K – – –
LSAG
158
Lake Street Advisors Group
New Hampshire
$908K +$35.3K +454 +4%
FA
159
FSA Advisors
Michigan
$887K +$61.2K +787 +7%
GRP
160
Global Retirement Partners
California
$879K +$2.88K +37 +0.3%
WS
161
Wedbush Securities
California
$863K – – –
CCA
162
Cora Capital Advisors
New Jersey
$832K – – –
HP
163
Hilltop Partners
Indiana
$831K – – –
TFS
164
Thoroughbred Financial Services
Tennessee
$822K +$61.4K +789 +8%
NA
165
NewEdge Advisors
Louisiana
$815K +$78 +1 +0%
SWP
166
ShoreHaven Wealth Partners
New Jersey
$793K -$1.56K -20 -0.2%
NFSG
167
Newbridge Financial Services Group
Florida
$780K -$116K -1,495 -13%
NCM
168
Noesis Capital Mangement
Florida
$778K – – –
6F
169
626 Financial
Michigan
$773K +$2.18K +28 +0.3%
IWC
170
Integrated Wealth Concepts
Massachusetts
$740K +$169K +2,176 +30%
AQR Capital Management
171
AQR Capital Management
Connecticut
$723K +$231K +2,968 +47%
RWP
172
RWA Wealth Partners
Massachusetts
$717K – – –
MA
173
MONECO Advisors
Connecticut
$715K +$715K +9,187 New
WIP
174
WealthCare Investment Partners
Rhode Island
$711K +$369K +4,751 +108%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$706K +$78 +1 +0%
5 6
7
8 9