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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.4%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
-$112K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$25.4M
3
GW
3
GW & Wade
Massachusetts
$132M
4
SP
4
Sarasin & Partners
United Kingdom
$10.2M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$4.65M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Bank of America
2
Bank of America
North Carolina
$94.2M
3
Ameriprise
3
Ameriprise
Minnesota
$90.4M
4
OCM
4
One Capital Management
California
$283K
5
RJA
5
Raymond James & Associates
Florida
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$268M 4,328,985 -3,832 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$175M 2,825,442 -92,864 -3%
LPL Financial
3
LPL Financial
California
$157M 2,531,545 +4,034 +0.2%
GW
4
GW & Wade
Massachusetts
$132M 2,126,273 +120,531 +6%
Bank of America
5
Bank of America
North Carolina
$94.2M 1,523,059 -411,430 -21%
Ameriprise
6
Ameriprise
Minnesota
$90.4M 1,460,859 -317,449 -18%
Creative Planning
7
Creative Planning
Kansas
$88.5M 1,430,637 -10,810 -0.7%
UBS Group
8
UBS Group
Switzerland
$74M 1,196,159 -138,133 -10%
EWM
9
Evercore Wealth Management
New York
$64.9M 1,049,251 -10,504 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$39.8M 643,363 +30,333 +5%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$39.3M 635,599 +20,739 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36M 581,697 +9,895 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$35.6M 574,766 -4,380 -0.8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.7M 512,941 -5,370 -1%
GVAG
15
Great Valley Advisor Group
Delaware
$31.2M 503,722 +27,729 +6%
SWP
16
Stratos Wealth Partners
Ohio
$28.5M 461,448 -111,331 -19%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$25.4M 410,576 +193,335 +89%
Wells Fargo
18
Wells Fargo
California
$24M 388,248 -35,405 -8%
Osaic Holdings
19
Osaic Holdings
Arizona
$23.6M 381,624 +3,250 +0.9%
IWP
20
IAG Wealth Partners
Wisconsin
$23.1M 373,576 +17,899 +5%
RWP
21
Revolve Wealth Partners
New Jersey
$22.3M 359,928 -165,817 -32%
RJA
22
Raymond James & Associates
Florida
$20.6M 333,395 -203,144 -38%
MHS
23
M Holdings Securities
Oregon
$20.1M 325,649 -4,596 -1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$19.7M 318,421 +8,597 +3%
PAG
25
Private Advisor Group
New Jersey
$18.8M 303,155 +28,713 +10%
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