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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$51.6M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$9.82M
4
1WM
4
1900 Wealth Management
Texas
$9.69M
5
AP
5
Advisors Preferred
Maryland
$8.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
AAS
4
Avantax Advisory Services
Texas
$6.55M
5
VAG
5
VisionPoint Advisory Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$240M 2,232,087 -23,098 -1%
Morgan Stanley
2
Morgan Stanley
New York
$143M 1,325,827 -37,955 -3%
Bank of America
3
Bank of America
North Carolina
$111M 1,030,517 -358 -0%
GW
4
GW & Wade
Massachusetts
$77.8M 723,879 +29,094 +4%
LPL Financial
5
LPL Financial
California
$70M 651,146 +76,077 +13%
Creative Planning
6
Creative Planning
Kansas
$56.9M 529,337 -17,215 -3%
Ameriprise
7
Ameriprise
Minnesota
$51.6M 480,623 +107,730 +29%
UBS Group
8
UBS Group
Switzerland
$48.2M 448,204 +1,872 +0.4%
EWM
9
Evercore Wealth Management
New York
$48.1M 447,610 -1,317 -0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$41.5M 385,980 -125,085 -24%
SWP
11
Stratos Wealth Partners
Ohio
$32.3M 300,699 -47,901 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$31.7M 295,022 +10,555 +4%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$27.6M 257,057 -2,511 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$27.1M 252,111 +25,686 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24.7M 229,742 +176,676 +333%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$20.2M 187,842 +2,256 +1%
Wells Fargo
17
Wells Fargo
California
$19.7M 182,874 -2,107 -1%
MHS
18
M Holdings Securities
Oregon
$17.4M 162,290 -167 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$16.5M 153,363 -22,305 -13%
IWP
20
IAG Wealth Partners
Wisconsin
$13.4M 124,418 +9,217 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.3M 123,720 +4,314 +4%
RJA
22
Raymond James & Associates
Florida
$12.3M 114,348 -3,557 -3%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$11.5M 106,748 -4,155 -4%
SPIA
24
Steward Partners Investment Advisory
New York
$11.4M 106,287 -1,516 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$11M 102,681 +7,863 +8%
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