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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
176
Nicolet Bankshares
Wisconsin
$276K – – –
BWA
177
BDO Wealth Advisors
Florida
$269K – – –
BFS
178
Bickling Financial Services
Massachusetts
$269K +$1.44K +24 +0.5%
IF
179
Intrua Financial
Texas
$255K -$61K -978 -19%
C
180
Certuity
Florida
$254K – – –
IFWM
181
Institute for Wealth Management
Colorado
$251K – – –
CAL
182
Capital Analysts LLC
Pennsylvania
$251K +$1.2K +20 +0.5%
FSC
183
Full Sail Capital
Oklahoma
$240K – – –
BTWM
184
Baker Tilly Wealth Management
Wisconsin
$239K – – –
NCMW
185
Northern Capital Management (Washington)
Washington
$233K -$40.4K -670 -15%
Wolverine Trading
186
Wolverine Trading
Illinois
$231K +$231K +3,848 New
M&T Bank
187
M&T Bank
New York
$229K -$32.6K -540 -12%
JWBC
188
J.W. Burns & Co
New York
$226K – – –
PWMG
189
Prestige Wealth Management Group
New Jersey
$226K +$226K +3,750 New
GIA
190
Gladstone Institutional Advisory
Florida
$218K – – –
SSWG
191
Seven Springs Wealth Group
Tennessee
$217K – – –
CIC
192
Carnegie Investment Counsel
Ohio
$216K – – –
CCM
193
Carlson Capital Management
Minnesota
$212K – – –
PFS
194
Prospera Financial Services
Texas
$211K – – –
WWM
195
Western Wealth Management
Colorado
$209K +$209K +3,462 New
PO
196
Private Ocean
California
$206K – – –
AP
197
Adero Partners
California
$203K +$203K +3,378 New
CTFG
198
Capstone Triton Financial Group
Oklahoma
$203K +$203K +3,382 New
AWA
199
Arkadios Wealth Advisors
Georgia
$184K +$18K +300 +11%
MA
200
MCF Advisors
Kentucky
$180K – – –
6 7
8
9 10