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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Family Asset Management
South Carolina
$539K -$1.73K -22 -0.3%
FG
202
Fiduciary Group
Georgia
$519K – – –
WTC
203
WhitTier Trust Company
Nevada
$517K – – –
RWA
204
Redmont Wealth Advisors
Illinois
$508K – – –
MWM
205
Modera Wealth Management
New Jersey
$498K – – –
AQR Capital Management
206
AQR Capital Management
Connecticut
$497K +$497K +6,332 New
MGIA
207
Moneta Group Investment Advisors
Missouri
$495K -$89.9K -1,144 -15%
PAG
208
Powers Advisory Group
Illinois
$492K +$2.51K +32 +0.5%
FFA
209
Frazier Financial Advisors
Ohio
$490K – – –
SYBT
210
Stock Yards Bank & Trust
Kentucky
$489K – – –
CF
211
Convergence Financial
Missouri
$489K +$489K +6,228 New
ATI
212
ARK & TLK Investments
Oklahoma
$488K – – –
WPW
213
Waldron Private Wealth
Pennsylvania
$486K – – –
KA
214
Kovack Advisors
Florida
$476K – – –
Bank of New York Mellon
215
Bank of New York Mellon
New York
$469K -$4.48M -57,039 -91%
ABC
216
Associated Banc-Corp
Wisconsin
$468K -$11.8K -150 -2%
RMCM
217
Reynders McVeigh Capital Management
Massachusetts
$456K -$55K -700 -11%
LIA
218
LS Investment Advisors
Michigan
$456K – – –
MFT
219
Moisand Fitzgerald Tamayo
Florida
$445K – – –
SAM
220
SignalPoint Asset Management
Missouri
$442K -$19.2K -245 -4%
HBW
221
Hazlett, Burt & Watson
West Virginia
$439K +$787 +10 +0.2%
GAG
222
GM Advisory Group
New York
$437K -$424K -5,401 -49%
ACM
223
Absolute Capital Management
Pennsylvania
$435K -$20K -254 -4%
MMPW
224
Mitchell McLeod Pugh & Williams
Alabama
$429K – – –
AWM
225
Axxcess Wealth Management
California
$428K – – –
7 8
9
10 11