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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$21.1M
2
Ameriprise
2
Ameriprise
Minnesota
$98.3M
3
LPL Financial
3
LPL Financial
California
$124M
4
TFA
4
Tobias Financial Advisors
Florida
$14M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$11.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
3
Advisors Preferred
Maryland
$0
4
MFP
4
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$269M 4,099,828 +4,173 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$192M 2,919,224 -13,569 -0.5%
LPL Financial
3
LPL Financial
California
$124M 1,884,563 +226,106 +14%
Bank of America
4
Bank of America
North Carolina
$106M 1,615,855 -138,572 -8%
Ameriprise
5
Ameriprise
Minnesota
$98.3M 1,495,405 +317,943 +27%
GW
6
GW & Wade
Massachusetts
$92.4M 1,405,526 +19,161 +1%
Creative Planning
7
Creative Planning
Kansas
$72.8M 1,107,093 +57,977 +6%
UBS Group
8
UBS Group
Switzerland
$67.1M 1,021,504 +83,340 +9%
EWM
9
Evercore Wealth Management
New York
$58.6M 892,295 +31,113 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$41.8M 636,207 +27,141 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$39.1M 595,266 -24,050 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.3M 567,654 +1,399 +0.2%
RWP
13
Revolve Wealth Partners
New Jersey
$34.8M 529,669 -7,960 -1%
SWP
14
Stratos Wealth Partners
Ohio
$34.3M 522,294 -17,263 -3%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$34.1M 540,022 +1,818 +0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30.9M 470,184 +60,732 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$30.7M 466,648 +23,924 +5%
Wells Fargo
18
Wells Fargo
California
$23.9M 364,414 -749 -0.2%
IWP
19
IAG Wealth Partners
Wisconsin
$21.4M 325,432 +19,390 +6%
MHS
20
M Holdings Securities
Oregon
$21.1M 320,758 +320,758 New
Goldman Sachs
21
Goldman Sachs
New York
$20.2M 307,987 +9,665 +3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$17M 258,653 -3,806 -1%
RJA
23
Raymond James & Associates
Florida
$16.2M 246,590 +18,763 +8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16.1M 244,563 -1,701 -0.7%
GVAG
25
Great Valley Advisor Group
Delaware
$15.5M 235,482 +23,961 +11%
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