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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
176
Capital Analysts LLC
Pennsylvania
$239K 2,080 +1,830 +732%
AIC
177
Ameritas Investment Company
Nebraska
$235K 2,047 -16 -0.8%
FSC
178
Full Sail Capital
Oklahoma
$232K 1,995 – –
BTWM
179
Baker Tilly Wealth Management
Wisconsin
$228K 1,987 – –
CBT
180
Capital Bank & Trust
California
$227K 1,976 -5 -0.3%
JWBC
181
J.W. Burns & Co
New York
$215K 1,875 – –
GIA
182
Gladstone Institutional Advisory
Florida
$208K 1,811 +1,811 New
SSWG
183
Seven Springs Wealth Group
Tennessee
$206K 1,800 – –
CIC
184
Carnegie Investment Counsel
Ohio
$206K 1,799 +1,799 New
SFA
185
Stewardship Financial Advisors
Georgia
$204K 1,776 +1,776 New
CCM
186
Carlson Capital Management
Minnesota
$202K 1,759 +1,759 New
PFS
187
Prospera Financial Services
Texas
$201K 1,753 +1,753 New
PO
188
Private Ocean
California
$196K 1,710 – –
MA
189
MCF Advisors
Kentucky
$172K 1,500 – –
AWA
190
Arkadios Wealth Advisors
Georgia
$158K 1,380 – –
GRP
191
Global Retirement Partners
California
$147K 1,285 – –
AA
192
Ancora Advisors
Ohio
$142K 1,236 – –
PWA
193
Phoenix Wealth Advisors
North Carolina
$127K 1,100 – –
BCWM
194
Bartlett & Co Wealth Management
Ohio
$126K 1,100 – –
BC
195
Bartlett & Co
Ohio
$126K 1,100 – –
CFA
196
Carroll Financial Associates
North Carolina
$114K 1,000 – –
IA
197
IFP Advisors
Florida
$111K 965 – –
Simplex Trading
198
Simplex Trading
Illinois
$104K 911 -322 -26%
OC
199
Oakworth Capital
Alabama
$102K 893 – –
GEA
200
Glen Eagle Advisors
New Jersey
$101K 880 – –
6 7
8
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