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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
Bank of America
North Carolina
$129M
3
ACM
Advisors Capital Management
New Jersey
$47.8M
4
Ameriprise
Ameriprise
Minnesota
$138M
5
LPL Financial
LPL Financial
California
$231M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.49B
2
SP
Sarasin & Partners
United Kingdom
$0
3
AP
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
Creative Planning
Kansas
$108M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
STALEY CAPITAL ADVISERS
Pennsylvania
$598K -$4.36K -56 -0.7%
TKP
202
Tallon Kerry Patrick
$596K +$596K +7,675 New
PRTG
203
Post Resch Tallon Group
New York
$596K +$596K +7,675 New
HOWA
204
Heritage Oak Wealth Advisors
Florida
$594K +$594K +7,631 New
MFG
205
Merit Financial Group
Georgia
$587K -$55.5K -714 -9%
PS
206
Principal Securities
Iowa
$582K +$25.4K +327 +5%
LFS
207
Lutz Financial Services
Nebraska
$580K +$265K +3,410 +84%
FAIM
208
Financial Advocates Investment Management
Washington
$568K +$1.09K +14 +0.2%
SNWA
209
Siligmueller & Norvid Wealth Advisors
Illinois
$564K +$564K +7,248 New
MWM
210
Modern Wealth Management
Kansas
$561K +$344K +4,423 +158%
Corient Private Wealth
211
Corient Private Wealth
Florida
$552K -$92.5K -1,189 -14%
TH
212
Team Hewins
California
$535K -$11.4K -147 -2%
GAM
213
Grandview Asset Management
Pennsylvania
$527K -$43.4K -558 -8%
PWM
214
Perigon Wealth Management
California
$519K +$153K +1,936 +42%
Brown Advisory
215
Brown Advisory
Maryland
$515K +$151K +1,940 +42%
SFG
216
Stonebridge Financial Group
Pennsylvania
$514K +$514K +6,608 New
FG
217
Fiduciary Group
Georgia
$514K – – –
WTC
218
WhitTier Trust Company
Nevada
$512K – – –
GEA
219
Glen Eagle Advisors
New Jersey
$512K +$144K +1,857 +39%
SWM
220
SpringVest Wealth Management
Texas
$510K +$510K +6,551 New
ACM
221
Absolute Capital Management
Pennsylvania
$509K +$78.2K +1,005 +18%
RWA
222
Redmont Wealth Advisors
Illinois
$503K – – –
MGIA
223
Moneta Group Investment Advisors
Missouri
$491K – – –
PAG
224
Powers Advisory Group
Illinois
$490K +$2.65K +34 +0.5%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$485K – – –
7 8
9
10 11