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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Procyon Advisors
Connecticut
$590K -$2.58M -35,791 -81%
EWA
177
EverSource Wealth Advisors
Alabama
$586K +$4.29K +62 +0.7%
FHC
178
First Heartland Consultants
Missouri
$584K – – –
WWP
179
Walden Wealth Partners
Ohio
$582K -$564 -8 -0.1%
BRWA
180
B. Riley Wealth Advisors
Florida
$568K -$17.3K -281 -3%
HTC
181
Haverford Trust Company
Pennsylvania
$563K – – –
SCA
182
STALEY CAPITAL ADVISERS
Pennsylvania
$558K -$24.6K -341 -4%
KWM
183
Kaydan Wealth Management
Michigan
$558K -$1.88K -26 -0.3%
FAIM
184
Financial Advocates Investment Management
Washington
$550K +$29.3K +406 +6%
WWM
185
Western Wealth Management
Colorado
$545K +$40.9K +567 +8%
CAM
186
Cozad Asset Management
Illinois
$542K -$794 -11 -0.1%
MFG
187
Merit Financial Group
Georgia
$540K -$585K -8,378 -52%
FAM
188
Family Asset Management
South Carolina
$529K – – –
DAS
189
Dynamic Advisor Solutions
Arizona
$525K +$36.7K +508 +8%
GAM
190
Grandview Asset Management
Pennsylvania
$520K +$3.97K +55 +0.8%
Corient Private Wealth
191
Corient Private Wealth
Florida
$511K +$40.2K +557 +9%
TFS
192
Thoroughbred Financial Services
Tennessee
$500K -$153K -2,126 -23%
MWAM
193
Manhattan West Asset Management
California
$485K – – –
Prudential Financial
194
Prudential Financial
New Jersey
$480K -$220K -3,041 -31%
ATI
195
ARK & TLK Investments
Oklahoma
$477K -$21.3K -295 -4%
FG
196
Fiduciary Group
Georgia
$477K – – –
WTC
197
WhitTier Trust Company
Nevada
$475K – – –
RMCM
198
Reynders McVeigh Capital Management
Massachusetts
$470K – – –
RWA
199
Redmont Wealth Advisors
Illinois
$466K – – –
Bank of New York Mellon
200
Bank of New York Mellon
New York
$464K -$12.1M -167,607 -96%
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