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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$98.3M
2
LPL Financial
2
LPL Financial
California
$124M
3
TFA
3
Tobias Financial Advisors
Florida
$14M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$11.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$13.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
176
Stock Yards Bank & Trust
Kentucky
$409K – – –
Fidelity Investments
177
Fidelity Investments
Massachusetts
$408K +$526 +8 +0.1%
MSAM
178
Moloney Securities Asset Management
Missouri
$406K +$101K +1,532 +33%
WCWM
179
Willow Creek Wealth Management
California
$402K – – –
ABC
180
Associated Banc-Corp
Wisconsin
$401K +$401K +6,106 New
GRP
181
Global Retirement Partners
California
$391K +$391K +6,271 New
FAIM
182
Financial Advocates Investment Management
Washington
$390K -$40.5K -616 -9%
WCA
183
Waypoint Capital Advisors
Minnesota
$388K – – –
Prudential Financial
184
Prudential Financial
New Jersey
$387K +$223K +3,388 +136%
LIA
185
LS Investment Advisors
Michigan
$381K – – –
OCM
186
One Capital Management
California
$374K +$16.1K +246 +5%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$372K – – –
C
188
Certuity
Florida
$366K -$19.7K -300 -5%
MCM
189
MAI Capital Management
Ohio
$365K -$16.4K -250 -4%
BJL
190
Brighton Jones LLC
Washington
$360K +$1.32K +20 +0.4%
RJT
191
Raymond James Trust
Florida
$359K +$15.5K +236 +5%
MWM
192
Marion Wealth Management
Pennsylvania
$357K +$525 +8 +0.1%
UCFA
193
United Capital Financial Advisors
Texas
$356K -$81.6K -1,242 -19%
W
194
Wealthquest
Ohio
$350K – – –
CC
195
Courier Capital
New York
$349K – – –
FNBT
196
FineMark National Bank & Trust
Florida
$348K +$7.35K +112 +2%
SKK
197
Shepherd Kaplan Krochuk
Massachusetts
$341K -$249K -3,777 -42%
MOS
198
MGO One Seven
Ohio
$339K -$3.68K -56 -1%
WAM
199
WealthTrust Asset Management
Florida
$336K +$1.97K +30 +0.6%
FCFC
200
First Commonwealth Financial Corp
Pennsylvania
$334K -$29.5K -449 -8%
6 7
8
9 10