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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
FI
3
FIDELIS iM
Oregon
$7.87M
4
GVAG
4
Great Valley Advisor Group
Delaware
$18M
5
Creative Planning
5
Creative Planning
Kansas
$64.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$246M 2,061,636 -29,273 -1%
Morgan Stanley
2
Morgan Stanley
New York
$173M 1,448,637 +68,363 +5%
LPL Financial
3
LPL Financial
California
$102M 856,171 +127,622 +18%
Bank of America
4
Bank of America
North Carolina
$88.1M 738,480 -136,665 -16%
GW
5
GW & Wade
Massachusetts
$82.7M 693,237 -36,886 -5%
Ameriprise
6
Ameriprise
Minnesota
$68.9M 577,212 +12,909 +2%
Creative Planning
7
Creative Planning
Kansas
$64.4M 539,464 +30,203 +6%
UBS Group
8
UBS Group
Switzerland
$57M 478,148 +379 +0.1%
EWM
9
Evercore Wealth Management
New York
$53.3M 446,885 -8,836 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.6M 315,014 -1,378 -0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$36M 301,368 +9,024 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$32.9M 275,724 +3,842 +1%
SWP
13
Stratos Wealth Partners
Ohio
$32.3M 270,693 -5,634 -2%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$31.3M 262,233 +5,442 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27.5M 230,388 +19,891 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$25.1M 210,679 +4,734 +2%
Wells Fargo
17
Wells Fargo
California
$21.3M 178,671 +3,669 +2%
GVAG
18
Great Valley Advisor Group
Delaware
$18M 150,853 +54,517 +57%
IWP
19
IAG Wealth Partners
Wisconsin
$16.9M 142,029 +8,345 +6%
Goldman Sachs
20
Goldman Sachs
New York
$15M 126,074 +45 +0%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$15M 125,584 +24,691 +24%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14.4M 121,130 +9,176 +8%
RJA
23
Raymond James & Associates
Florida
$13.9M 116,409 +3,307 +3%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$13.2M 110,850 +2,350 +2%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$12.2M 102,215 -872 -0.8%
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