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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
LPL Financial
California
$55.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$5.15M
4
AAS
Avantax Advisory Services
Texas
$9.05M
5
UBS Group
UBS Group
Switzerland
$43.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
CI
CX Institutional
Indiana
$8.23M
3
Jane Street
Jane Street
New York
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
Morgan Stanley
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
201
Valley National Advisers
Pennsylvania
$20K -$3.42K -70 -15%
LWM
202
Liberty Wealth Management
California
$20K – – –
ASN
203
Advisory Services Network
Georgia
$20K +$20K +404 New
ZB
204
Zions Bancorporation
Utah
$17K +$17K +350 New
CAL
205
Capital Advisors Ltd
Ohio
$16K – – –
BW
206
Bison Wealth
Georgia
$11K – – –
FPB
207
First PREMIER Bank
South Dakota
$10K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$8K +$8K +168 New
ADL
209
Asset Dedication LLC
California
$7K – – –
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$5.96K -$141 -2,772 -2%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$5K -$19.5K -390 -80%
SIS
212
Sound Income Strategies
Florida
$5K – – –
EIP
213
Ellis Investment Partners
Pennsylvania
$5K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$4K -$52.6K -1,000 -93%
GI
215
Gradient Investments
Minnesota
$4K – – –
SNT
216
Security National Trust
West Virginia
$4K +$4K +82 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$3K – – –
RTC
218
Riverview Trust Company
Washington
$2K – – –
RIG
219
RiverFront Investment Group
Virginia
– -$27.2M -585,440 Closed
Jane Street
220
Jane Street
New York
– -$5.47M -117,866 Closed
ACM
221
AlphaStar Capital Management
North Carolina
– -$2.95M -61,518 Closed
ECM
222
ExodusPoint Capital Management
New York
– -$548K -11,800 Closed
PPFA
223
Provida Pension Fund Administrator
Chile
– -$532K -11,600 Closed
FTUS
224
Flow Traders U.S.
New York
– -$281K -6,044 Closed
MOS
225
MGO One Seven
Ohio
– -$240K -5,178 Closed
6 7 8
9
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