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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$269M 4,236,679 -92,306 -2%
LPL Financial
2
LPL Financial
California
$178M 2,799,854 +268,309 +11%
Morgan Stanley
3
Morgan Stanley
New York
$177M 2,790,792 -34,650 -1%
GW
4
GW & Wade
Massachusetts
$132M 2,073,620 -52,653 -2%
Creative Planning
5
Creative Planning
Kansas
$101M 1,585,928 +155,291 +11%
Bank of America
6
Bank of America
North Carolina
$94.5M 1,486,098 -36,961 -2%
Ameriprise
7
Ameriprise
Minnesota
$90.7M 1,427,053 -33,806 -2%
UBS Group
8
UBS Group
Switzerland
$74.8M 1,175,538 -20,621 -2%
EWM
9
Evercore Wealth Management
New York
$67.9M 1,066,985 +17,734 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$56.4M 887,184 +243,821 +38%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$52M 818,007 +43,645 +6%
GVAG
12
Great Valley Advisor Group
Delaware
$44.2M 694,930 +191,208 +38%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$39.6M 622,519 -13,080 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37M 582,504 +7,738 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.1M 536,498 -45,199 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$32.3M 508,325 -4,616 -0.9%
SWP
17
Stratos Wealth Partners
Ohio
$29.7M 466,923 +5,475 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$24.9M 392,393 +10,769 +3%
Wells Fargo
19
Wells Fargo
California
$24.9M 391,614 +3,366 +0.9%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$24.3M 381,297 -29,279 -7%
IWP
21
IAG Wealth Partners
Wisconsin
$24.1M 379,400 +5,824 +2%
RJA
22
Raymond James & Associates
Florida
$20.7M 325,632 -7,763 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$20.3M 319,265 +844 +0.3%
PAG
24
Private Advisor Group
New Jersey
$19.5M 306,431 +3,276 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$19.2M 301,959 +45,144 +18%
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