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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 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$50.2M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
SA
3
Sanctuary Advisors
Indiana
$11.3M
4
RVPG
4
Relative Value Partners Group
$10.3M
5
GVAG
5
Great Valley Advisor Group
Delaware
$57.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.6M
3
WWM
3
Waterway Wealth Management
Texas
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
BHB
5
Bank Hapoalim BM
Israel
$6.88M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$287M 3,941,083 -50,505 -1%
LPL Financial
2
LPL Financial
California
$213M 2,922,155 +52,769 +2%
Morgan Stanley
3
Morgan Stanley
New York
$204M 2,802,074 +41,913 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$160M 2,200,986 +9,763 +0.4%
Creative Planning
5
Creative Planning
Kansas
$104M 1,428,816 -31,984 -2%
Bank of America
6
Bank of America
North Carolina
$102M 1,401,273 -127,176 -8%
Ameriprise
7
Ameriprise
Minnesota
$94.1M 1,293,610 -253,408 -16%
UBS Group
8
UBS Group
Switzerland
$91.1M 1,252,010 -13,110 -1%
EWM
9
Evercore Wealth Management
New York
$82.2M 1,130,141 +8,198 +0.7%
GVAG
10
Great Valley Advisor Group
Delaware
$57.2M 786,526 +62,015 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$56.8M 780,688 -14,197 -2%
CA
12
Clearstead Advisors
Ohio
$50.2M 689,678 +688,113 +43,969%
Wells Fargo
13
Wells Fargo
California
$43.7M 600,851 +167,390 +39%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$42.6M 585,821 +20,728 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$42.2M 579,517 -28,494 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$41.8M 574,411 +44,000 +8%
WWM
17
Waterway Wealth Management
Texas
$37.5M 515,563 -144,942 -22%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$37M 508,475 +39,486 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$35.8M 491,813 +1,552 +0.3%
SWP
20
Stratos Wealth Partners
Ohio
$31.6M 434,670 -29,821 -6%
IWP
21
IAG Wealth Partners
Wisconsin
$29.8M 409,415 +19,642 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$27.6M 379,651 +32,065 +9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$25.1M 344,667 +10,668 +3%
LI
24
LRI Investments
Florida
$24.7M 338,973 -410 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$20M 275,072 -11,263 -4%
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