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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.

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
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
KAS
5
Kestra Advisory Services
Texas
$3.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$219M 2,255,185 -42,291 -2%
Morgan Stanley
2
Morgan Stanley
New York
$132M 1,363,782 -37,039 -3%
Bank of America
3
Bank of America
North Carolina
$100M 1,030,875 -24,726 -2%
GW
4
GW & Wade
Massachusetts
$67.4M 694,785 -17,267 -2%
LPL Financial
5
LPL Financial
California
$55.8M 575,069 +190,237 +49%
Creative Planning
6
Creative Planning
Kansas
$53M 546,552 +13,404 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$49.6M 511,065 +75,863 +17%
EWM
8
Evercore Wealth Management
New York
$43.6M 448,927 -7,807 -2%
UBS Group
9
UBS Group
Switzerland
$43.3M 446,332 +30,574 +7%
Ameriprise
10
Ameriprise
Minnesota
$36.2M 372,893 +28,674 +8%
SWP
11
Stratos Wealth Partners
Ohio
$33.8M 348,600 -12,114 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.6M 284,467 +3,066 +1%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$25.2M 259,568 +3,147 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$22M 226,425 +29,088 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$18M 185,586 -20,770 -10%
Wells Fargo
16
Wells Fargo
California
$18M 184,981 +8,683 +5%
Goldman Sachs
17
Goldman Sachs
New York
$17M 175,668 -27,880 -14%
MHS
18
M Holdings Securities
Oregon
$15.8M 162,457 +10,123 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.6M 119,406 +23,977 +25%
RJA
20
Raymond James & Associates
Florida
$11.4M 117,905 -14,445 -11%
IWP
21
IAG Wealth Partners
Wisconsin
$11.2M 115,201 +15,249 +15%
GLLW
22
Graves Light Lenhart Wealth
Virginia
$10.8M 110,903 -4,448 -4%
SPIA
23
Steward Partners Investment Advisory
New York
$10.5M 107,803 -3,053 -3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.13M 94,818 +14,257 +18%
AAS
25
Avantax Advisory Services
Texas
$9.05M 93,257 +35,490 +61%
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