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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.7M
2
SWP
2
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
3
Creative Planning
Kansas
$49.5M
4
JWCA
4
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
5
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
1
Red Cedar Investment Management
Michigan
$0
2
Bank of America
2
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.96M
5
SPIA
5
Steward Partners Investment Advisory
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$213M 2,297,476 +37,606 +2%
Morgan Stanley
2
Morgan Stanley
New York
$130M 1,400,821 -40,663 -3%
Bank of America
3
Bank of America
North Carolina
$98M 1,055,601 -158,765 -13%
GW
4
GW & Wade
Massachusetts
$66.1M 712,052 -7,474 -1%
Creative Planning
5
Creative Planning
Kansas
$49.5M 533,148 +78,240 +17%
EWM
6
Evercore Wealth Management
New York
$42.4M 456,734 -26,258 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.4M 435,202 -4,151 -0.9%
UBS Group
8
UBS Group
Switzerland
$38.6M 415,758 -36,146 -8%
LPL Financial
9
LPL Financial
California
$35.7M 384,832 +178,907 +87%
SWP
10
Stratos Wealth Partners
Ohio
$33.5M 360,714 +80,021 +29%
Ameriprise
11
Ameriprise
Minnesota
$31.9M 344,219 -1,182 -0.3%
RIG
12
RiverFront Investment Group
Virginia
$27.2M 292,720 +6,627 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$26.1M 281,401 +9,155 +3%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$23.8M 256,421 -4,991 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$19.2M 206,356 -2,729 -1%
Goldman Sachs
16
Goldman Sachs
New York
$18.9M 203,548 -9,315 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.3M 197,337 +21,569 +12%
Wells Fargo
18
Wells Fargo
California
$16.4M 176,298 +4,808 +3%
CI
19
CX Institutional
Indiana
$15.8M 169,791 +3,790 +2%
MHS
20
M Holdings Securities
Oregon
$14.1M 152,334 +24,721 +19%
RJA
21
Raymond James & Associates
Florida
$12.3M 132,350 -43,135 -25%
GLLW
22
Graves Light Lenhart Wealth
Virginia
$10.7M 115,351 -1,470 -1%
SPIA
23
Steward Partners Investment Advisory
New York
$10.3M 110,856 -59,300 -35%
IWP
24
IAG Wealth Partners
Wisconsin
$9.28M 99,952 +35,178 +54%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.86M 95,429 -2,716 -3%
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