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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
GVAG
3
Great Valley Advisor Group
Delaware
$18M
4
Creative Planning
4
Creative Planning
Kansas
$64.4M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$7.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$289K -$717 -12 -0.2%
PA
177
PFG Advisors
Arizona
$282K -$1.43K -24 -0.5%
MIM
178
MTM Investment Management
South Carolina
$281K -$11.9K -200 -4%
NB
179
Nicolet Bankshares
Wisconsin
$273K – – –
BWA
180
BDO Wealth Advisors
Florida
$267K – – –
LGA
181
Lebenthal Global Advisors
New York
$259K +$259K +4,346 New
IF
182
Intrua Financial
Texas
$256K +$625 +10 +0.2%
C
183
Certuity
Florida
$254K – – –
CAL
184
Capital Analysts LLC
Pennsylvania
$251K +$1.2K +20 +0.5%
IFWM
185
Institute for Wealth Management
Colorado
$249K – – –
Prudential Financial
186
Prudential Financial
New Jersey
$248K +$248K +4,052 New
FSC
187
Full Sail Capital
Oklahoma
$238K – – –
CGPCS
188
Capital Group Private Client Services
California
$238K +$238K +3,994 New
NCMW
189
Northern Capital Management (Washington)
Washington
$231K – – –
BA
190
Bridgewater Advisors
New York
$231K +$231K +3,878 New
PWMG
191
Prestige Wealth Management Group
New Jersey
$224K – – –
JWBC
192
J.W. Burns & Co
New York
$224K – – –
GIA
193
Gladstone Institutional Advisory
Florida
$216K – – –
SSWG
194
Seven Springs Wealth Group
Tennessee
$215K – – –
CTFG
195
Capstone Triton Financial Group
Oklahoma
$215K +$3.01K +48 +1%
MSAM
196
Moloney Securities Asset Management
Missouri
$213K +$213K +3,566 New
CCM
197
Carlson Capital Management
Minnesota
$210K – – –
PFS
198
Prospera Financial Services
Texas
$209K – – –
PO
199
Private Ocean
California
$204K – – –
M&T Bank
200
M&T Bank
New York
$201K -$25.3K -424 -11%
6 7
8
9 10