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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$33.9M
3
LI
3
LRI Investments
Florida
$24.5M
4
MCM
4
MAI Capital Management
Ohio
$19.3M
5
BHB
5
Bank Hapoalim BM
Israel
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199M
2
LPL Financial
2
LPL Financial
California
$207M
3
MHS
3
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$464K
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$288M 3,991,588 -58,270 -1%
LPL Financial
2
LPL Financial
California
$207M 2,869,386 -402,486 -12%
Morgan Stanley
3
Morgan Stanley
New York
$199M 2,760,161 -2,773,849 -50%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$158M 2,191,223 +2,176,934 +15,235%
Ameriprise
5
Ameriprise
Minnesota
$112M 1,547,018 +124,114 +9%
Bank of America
6
Bank of America
North Carolina
$110M 1,528,449 +3,726 +0.2%
Creative Planning
7
Creative Planning
Kansas
$105M 1,460,800 -21,759 -1%
UBS Group
8
UBS Group
Switzerland
$91.3M 1,265,120 -63,438 -5%
EWM
9
Evercore Wealth Management
New York
$81M 1,121,943 +47,788 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$57.4M 794,885 -16,477 -2%
GVAG
11
Great Valley Advisor Group
Delaware
$52.3M 724,511 -3,024 -0.4%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$49.2M 681,367 +7,848 +1%
WWM
13
Waterway Wealth Management
Texas
$47.7M 660,505 -68,365 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43.9M 608,011 -678 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$40.8M 565,093 +9,633 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$38.3M 530,411 +14,330 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$35.4M 490,261 +3,499 +0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$33.9M 468,989 +432,877 +1,199%
SWP
19
Stratos Wealth Partners
Ohio
$33.5M 464,491 -18,356 -4%
Wells Fargo
20
Wells Fargo
California
$31.3M 433,461 -7,033 -2%
IWP
21
IAG Wealth Partners
Wisconsin
$28.1M 389,773 +6,512 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$25.1M 347,586 +11,682 +3%
LI
23
LRI Investments
Florida
$24.5M 339,383 +339,383 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$24.1M 333,999 +9,976 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$23.8M 329,710 -15,334 -4%
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