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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
WWM
2
Waterway Wealth Management
Texas
$48.4M
3
LPL Financial
3
LPL Financial
California
$217M
4
FF
4
Fox Financial
Pennsylvania
$16.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$367M 5,534,010 +2,846,659 +106%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M 4,049,858 -102,348 -2%
LPL Financial
3
LPL Financial
California
$217M 3,271,872 +266,964 +9%
GW
4
GW & Wade
Massachusetts
$139M 2,094,288 +10,350 +0.5%
Bank of America
5
Bank of America
North Carolina
$101M 1,524,723 -8,576 -0.6%
Creative Planning
6
Creative Planning
Kansas
$98.4M 1,482,559 -84,766 -5%
Ameriprise
7
Ameriprise
Minnesota
$94.5M 1,422,904 -29,778 -2%
UBS Group
8
UBS Group
Switzerland
$88.2M 1,328,558 -18,440 -1%
EWM
9
Evercore Wealth Management
New York
$71.3M 1,074,155 -18,126 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$53.9M 811,362 -6,518 -0.8%
WWM
11
Waterway Wealth Management
Texas
$48.4M 728,870 +728,870 New
GVAG
12
Great Valley Advisor Group
Delaware
$48.3M 727,535 +20,005 +3%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$44.7M 673,519 +22,961 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.4M 608,689 -60,003 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.9M 555,460 +11,583 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$34.3M 516,081 +3,414 +0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$32.3M 486,762 -53,441 -10%
SWP
18
Stratos Wealth Partners
Ohio
$32.1M 482,847 -12,979 -3%
Wells Fargo
19
Wells Fargo
California
$29.2M 440,494 +34,602 +9%
IWP
20
IAG Wealth Partners
Wisconsin
$25.4M 383,261 +458 +0.1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$22.9M 345,044 +100,474 +41%
MHS
22
M Holdings Securities
Oregon
$22.5M 339,383 +13,233 +4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$22.3M 335,904 +18,534 +6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$21.5M 324,023 +9,926 +3%
RJA
25
Raymond James & Associates
Florida
$19.7M 296,310 -381 -0.1%
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