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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
Ameriprise
Minnesota
$51.6M
3
AP
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
LPL Financial
California
$70M
5
KAS
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
Morgan Stanley
New York
$143M
4
AAS
Avantax Advisory Services
Texas
$6.55M
5
VAG
VisionPoint Advisory Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$204K -$25.8K -478 -11%
JWBC
177
J.W. Burns & Co
New York
$202K +$202K +3,750 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$200K +$200K +3,722 New
FFA
179
Founders Financial Alliance
North Carolina
$198K – – –
SSWG
180
Seven Springs Wealth Group
Tennessee
$194K – – –
PO
181
Private Ocean
California
$184K – – –
MA
182
MCF Advisors
Kentucky
$161K – – –
AWA
183
Arkadios Wealth Advisors
Georgia
$148K +$643 +12 +0.4%
GRP
184
Global Retirement Partners
California
$138K +$102K +1,900 +284%
AA
185
Ancora Advisors
Ohio
$133K – – –
Simplex Trading
186
Simplex Trading
Illinois
$132K +$132K +2,466 New
BCWM
187
Bartlett & Co Wealth Management
Ohio
$118K – – –
BC
188
Bartlett & Co
Ohio
$118K – – –
PWA
189
Phoenix Wealth Advisors
North Carolina
$118K +$118K +2,200 New
CFA
190
Carroll Financial Associates
North Carolina
$107K – – –
IA
191
IFP Advisors
Florida
$103K – – –
PWM
192
Perigon Wealth Management
California
$99K +$99K +1,836 New
OC
193
Oakworth Capital
Alabama
$96K – – –
GEA
194
Glen Eagle Advisors
New Jersey
$94.6K – – –
Franklin Resources
195
Franklin Resources
California
$91K – – –
FMTCOCP
196
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K – – –
CBT
197
Central Bank & Trust
Kentucky
$87K -$185K -3,436 -68%
ST
198
Smithfield Trust
Pennsylvania
$86K – – –
MCC
199
Money Concepts Capital
Florida
$86K +$86K +1,596 New
JFA
200
JNBA Financial Advisors
Minnesota
$77K – – –
6 7
8
9 10