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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$5.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$255M 4,152,206 -84,473 -2%
LPL Financial
2
LPL Financial
California
$185M 3,004,908 +205,054 +7%
Morgan Stanley
3
Morgan Stanley
New York
$165M 2,687,351 -103,441 -4%
GW
4
GW & Wade
Massachusetts
$128M 2,083,938 +10,318 +0.5%
Creative Planning
5
Creative Planning
Kansas
$96.4M 1,567,325 -18,603 -1%
Bank of America
6
Bank of America
North Carolina
$94.3M 1,533,299 +47,201 +3%
Ameriprise
7
Ameriprise
Minnesota
$89.3M 1,452,682 +25,629 +2%
UBS Group
8
UBS Group
Switzerland
$82.8M 1,346,998 +171,460 +15%
EWM
9
Evercore Wealth Management
New York
$67.2M 1,092,281 +25,296 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$50.3M 817,880 -127 -0%
GVAG
11
Great Valley Advisor Group
Delaware
$43.5M 707,530 +12,600 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$41.1M 668,692 -218,492 -25%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$40M 650,558 +28,039 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$33.4M 543,877 +7,379 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$33.2M 540,203 -42,301 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$31.5M 512,667 +4,342 +0.9%
SWP
17
Stratos Wealth Partners
Ohio
$30.5M 495,826 +28,903 +6%
Wells Fargo
18
Wells Fargo
California
$25M 405,892 +14,278 +4%
IWP
19
IAG Wealth Partners
Wisconsin
$23.5M 382,803 +3,403 +0.9%
MHS
20
M Holdings Securities
Oregon
$20.1M 326,150 +31,726 +11%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$19.5M 317,370 +15,411 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$19.3M 314,097 -5,168 -2%
RJA
23
Raymond James & Associates
Florida
$18.2M 296,691 -28,941 -9%
PAG
24
Private Advisor Group
New Jersey
$17.6M 285,752 -20,679 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$17.5M 284,593 -107,800 -27%
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