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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$452K +$166K +2,678 +58%
VC
177
Vicus Capital
Pennsylvania
$448K -$14.4K -232 -3%
SYBT
178
Stock Yards Bank & Trust
Kentucky
$444K – – –
GAM
179
Grandview Asset Management
Pennsylvania
$441K -$7.31K -118 -2%
MCM
180
MAI Capital Management
Ohio
$431K +$22.2K +359 +5%
CWM
181
Collaborative Wealth Management
Florida
$430K +$430K +6,947 New
MWAM
182
Manhattan West Asset Management
California
$424K – – –
Brown Advisory
183
Brown Advisory
Maryland
$411K – – –
WCWM
184
Willow Creek Wealth Management
California
$410K – – –
FG
185
Fiduciary Group
Georgia
$409K +$409K +6,606 New
WTC
186
WhitTier Trust Company
Nevada
$407K – – –
GWAG
187
Garrett Wealth Advisory Group
Texas
$403K -$10.1K -163 -2%
SG
188
Sharper & Granite
California
$400K – – –
TFS
189
Thoroughbred Financial Services
Tennessee
$400K +$1.11K +18 +0.3%
Corient Private Wealth
190
Corient Private Wealth
Florida
$390K -$4.21K -68 -1%
KLI
191
Kelman-Lazarov Inc
Tennessee
$386K – – –
HBW
192
Hazlett, Burt & Watson
West Virginia
$379K +$1.79K +29 +0.5%
ABC
193
Associated Banc-Corp
Wisconsin
$378K – – –
PAG
194
Powers Advisory Group
Illinois
$374K +$2.17K +35 +0.6%
SAM
195
SignalPoint Asset Management
Missouri
$374K -$1.55K -25 -0.4%
GRP
196
Global Retirement Partners
California
$362K -$18.7K -306 -5%
LIA
197
LS Investment Advisors
Michigan
$359K – – –
RT
198
Rockland Trust
Massachusetts
$351K +$351K +5,680 New
MFT
199
Moisand Fitzgerald Tamayo
Florida
$350K – – –
RWA
200
Redmont Wealth Advisors
Illinois
$350K -$207K -3,347 -37%
6 7
8
9 10