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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
Comerica Bank
5
Comerica Bank
Texas
$3.52M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
176
HBK Sorce Advisory
Pennsylvania
$505K – – –
BFA
177
Benedict Financial Advisors
Georgia
$503K – – –
KWM
178
Kaydan Wealth Management
Michigan
$490K -$7.75K -126 -2%
HTC
179
Haverford Trust Company
Pennsylvania
$480K – – –
M&T Bank
180
M&T Bank
New York
$476K – – –
FTS
181
Fifth Third Securities
Ohio
$472K +$113K +1,844 +32%
FFA
182
Founders Financial Alliance
North Carolina
$463K +$246 +4 +0.1%
CAM
183
Cozad Asset Management
Illinois
$462K – – –
GCM
184
Gunderson Capital Management
South Carolina
$462K -$1.85K -30 -0.4%
FAIM
185
Financial Advocates Investment Management
Washington
$445K -$16.5K -269 -4%
SYBT
186
Stock Yards Bank & Trust
Kentucky
$441K – – –
GAM
187
Grandview Asset Management
Pennsylvania
$438K -$4.73K -77 -1%
MCM
188
MAI Capital Management
Ohio
$429K +$123 +2 +0%
MSAM
189
Moloney Securities Asset Management
Missouri
$422K -$7.44K -121 -2%
CAC
190
Certified Advisory Corp
Florida
$412K +$8.79K +143 +2%
Corient Private Wealth
191
Corient Private Wealth
Florida
$409K +$102K +1,667 +33%
FG
192
Fiduciary Group
Georgia
$406K – – –
WTC
193
WhitTier Trust Company
Nevada
$405K – – –
MWAM
194
Manhattan West Asset Management
California
$404K – – –
RMCM
195
Reynders McVeigh Capital Management
Massachusetts
$400K -$215K -3,500 -35%
SG
196
Sharper & Granite
California
$398K – – –
BSW
197
Buckingham Strategic Wealth
Missouri
$397K -$27.2K -442 -6%
RWA
198
Redmont Wealth Advisors
Illinois
$397K – – –
MWM
199
Modera Wealth Management
New Jersey
$390K -$491K -7,989 -56%
SF
200
Synovus Financial
Georgia
$383K +$45.5K +740 +13%
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