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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$236M 4,269,205 +172,144 +4%
Morgan Stanley
2
Morgan Stanley
New York
$161M 2,907,009 -5,246 -0.2%
LPL Financial
3
LPL Financial
California
$124M 2,239,092 +376,321 +20%
Bank of America
4
Bank of America
North Carolina
$107M 1,942,333 +235,630 +14%
Ameriprise
5
Ameriprise
Minnesota
$91.7M 1,660,315 -146,220 -8%
GW
6
GW & Wade
Massachusetts
$85.5M 1,547,096 +53,855 +4%
Creative Planning
7
Creative Planning
Kansas
$79.4M 1,436,358 +100,568 +8%
UBS Group
8
UBS Group
Switzerland
$70.9M 1,282,635 +189,853 +17%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$57.4M 1,038,300 – –
EWM
10
Evercore Wealth Management
New York
$53M 959,256 +23,721 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.2M 727,843 +23,330 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.7M 609,304 +9,508 +2%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$32.4M 587,181 +34,823 +6%
SWP
14
Stratos Wealth Partners
Ohio
$32.3M 584,105 +73,293 +14%
RWP
15
Revolve Wealth Partners
New Jersey
$30.7M 555,731 +8,358 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$30.5M 552,518 +5,427 +1%
RJA
17
Raymond James & Associates
Florida
$28.7M 520,172 +242,815 +88%
Wells Fargo
18
Wells Fargo
California
$27.8M 503,725 +104,360 +26%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$27.6M 500,306 +75,419 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27.4M 496,344 +10,628 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.3M 494,723 +24,830 +5%
GVAG
22
Great Valley Advisor Group
Delaware
$23.7M 428,990 +69,608 +19%
IWP
23
IAG Wealth Partners
Wisconsin
$19.7M 357,289 +17,866 +5%
MHS
24
M Holdings Securities
Oregon
$19.2M 347,789 +27,479 +9%
Goldman Sachs
25
Goldman Sachs
New York
$17.6M 317,989 +66,739 +27%
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