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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
CS
2
Comerica Securities
Michigan
$11.5M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$11.6M
5
CCM
5
Coldstream Capital Management
Washington
$3.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.3M
3
Creative Planning
3
Creative Planning
Kansas
$61.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$252M 2,090,909 -36,936 -2%
Morgan Stanley
2
Morgan Stanley
New York
$166M 1,380,274 +488 +0%
Bank of America
3
Bank of America
North Carolina
$105M 875,145 -87,774 -9%
GW
4
GW & Wade
Massachusetts
$87.8M 730,123 -367 -0.1%
LPL Financial
5
LPL Financial
California
$87.7M 728,549 +38,013 +6%
Ameriprise
6
Ameriprise
Minnesota
$67.9M 564,303 +27,970 +5%
Creative Planning
7
Creative Planning
Kansas
$61.3M 509,261 -50,694 -9%
UBS Group
8
UBS Group
Switzerland
$57.5M 477,769 +10,272 +2%
EWM
9
Evercore Wealth Management
New York
$54.8M 455,721 +3,399 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$38.1M 316,392 +25,263 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$35.2M 292,344 -424 -0.1%
SWP
12
Stratos Wealth Partners
Ohio
$33.2M 276,327 +871 +0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$32.7M 271,882 -36,581 -12%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$30.9M 256,791 +2,601 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.3M 210,497 +923 +0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$24.8M 205,945 +7,896 +4%
Wells Fargo
17
Wells Fargo
California
$21.1M 175,002 -4,390 -2%
MHS
18
M Holdings Securities
Oregon
$19.5M 162,044 -246 -0.2%
IWP
19
IAG Wealth Partners
Wisconsin
$16.1M 133,684 +2,774 +2%
Goldman Sachs
20
Goldman Sachs
New York
$15.2M 126,029 -14,079 -10%
RJA
21
Raymond James & Associates
Florida
$13.6M 113,102 +3,722 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$13.5M 111,954 -11,747 -9%
SWP
23
ShoreHaven Wealth Partners
New Jersey
$13.1M 108,500 +13,790 +15%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12.4M 103,087 -1,944 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$12.3M 102,585 -1,109 -1%
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