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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.

New
Increased
Maintained
Reduced
Closed
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 %
KLI
201
Kelman-Lazarov Inc
Tennessee
$380K -$1.97K -32 -0.5%
BPA
202
Beacon Pointe Advisors
California
$377K +$78.5K +1,276 +26%
PAG
203
Powers Advisory Group
Illinois
$377K +$2.34K +38 +0.6%
WCWM
204
Willow Creek Wealth Management
California
$376K -$32.2K -524 -8%
ABC
205
Associated Banc-Corp
Wisconsin
$375K – – –
GRP
206
Global Retirement Partners
California
$375K +$9.8K +162 +3%
HBW
207
Hazlett, Burt & Watson
West Virginia
$370K -$7.62K -124 -2%
GWAG
208
Garrett Wealth Advisory Group
Texas
$369K -$15.7K -255 -4%
SAM
209
SignalPoint Asset Management
Missouri
$367K -$373K -6,066 -50%
LIA
210
LS Investment Advisors
Michigan
$357K – – –
MIAS
211
Mason Investment Advisory Services
Virginia
$350K +$1.6K +26 +0.5%
RT
212
Rockland Trust
Massachusetts
$349K – – –
MFT
213
Moisand Fitzgerald Tamayo
Florida
$348K – – –
CT
214
Cambridge Trust
Massachusetts
$342K – – –
MA
215
Mutual Advisors
Nebraska
$341K -$3.57K -58 -1%
AWM
216
Axxcess Wealth Management
California
$341K +$61 +1 +0%
STA
217
Summit Trail Advisors
New York
$338K – – –
MMPW
218
Mitchell McLeod Pugh & Williams
Alabama
$336K – – –
Brown Advisory
219
Brown Advisory
Maryland
$331K -$67.6K -1,100 -17%
ST
220
Spinnaker Trust
Maine
$330K -$17.3K -282 -5%
CWM
221
Cornerstone Wealth Management
Missouri
$326K – – –
WWM
222
Western Wealth Management
Colorado
$322K +$84.6K +1,376 +36%
FCI
223
Financial Counselors Inc
Kansas
$320K +$55.4K +901 +21%
NB
224
Nicolet Bankshares
Wisconsin
$313K – – –
VNB
225
Virginia National Bank
Virginia
$311K -$2.52K -41 -0.8%
7 8
9
10 11