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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$244M 2,127,845 -104,242 -5%
Morgan Stanley
2
Morgan Stanley
New York
$158M 1,379,786 +53,959 +4%
Bank of America
3
Bank of America
North Carolina
$110M 962,919 -67,598 -7%
GW
4
GW & Wade
Massachusetts
$83.8M 730,490 +6,611 +0.9%
LPL Financial
5
LPL Financial
California
$79.2M 690,536 +39,390 +6%
Creative Planning
6
Creative Planning
Kansas
$64.2M 559,955 +30,618 +6%
Ameriprise
7
Ameriprise
Minnesota
$61.5M 536,333 +55,710 +12%
UBS Group
8
UBS Group
Switzerland
$53.6M 467,497 +19,293 +4%
EWM
9
Evercore Wealth Management
New York
$51.9M 452,322 +4,712 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$35.4M 308,463 -77,517 -20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$33.6M 292,768 -2,254 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.4M 291,129 +39,018 +15%
SWP
13
Stratos Wealth Partners
Ohio
$31.6M 275,456 -25,243 -8%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$29.2M 254,190 -2,867 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24M 209,574 +85,854 +69%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22.7M 198,049 +10,207 +5%
Wells Fargo
17
Wells Fargo
California
$20.6M 179,392 -3,482 -2%
MCC
18
Money Concepts Capital
Florida
$20.4M 178,055 +177,257 +22,213%
MHS
19
M Holdings Securities
Oregon
$18.6M 162,290 – –
Goldman Sachs
20
Goldman Sachs
New York
$16.1M 140,108 -13,255 -9%
IWP
21
IAG Wealth Partners
Wisconsin
$15M 130,910 +6,492 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14.2M 123,701 +21,020 +20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.7M 110,789 -118,953 -52%
RJA
24
Raymond James & Associates
Florida
$12.5M 109,380 -4,968 -4%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$12M 105,031 -1,717 -2%
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