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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
HBS
2
Howard Bailey Securities
Indiana
$5.88M
3
FW
3
Fairway Wealth
Ohio
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$225M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$4.04M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$307M 3,903,646 -37,437 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$225M 2,863,485 +61,411 +2%
LPL Financial
3
LPL Financial
California
$213M 2,710,278 -211,877 -7%
Creative Planning
4
Creative Planning
Kansas
$111M 1,417,842 -10,974 -0.8%
Ameriprise
5
Ameriprise
Minnesota
$101M 1,285,456 -8,154 -0.6%
UBS Group
6
UBS Group
Switzerland
$99.7M 1,268,556 +16,546 +1%
EWM
7
Evercore Wealth Management
New York
$88.8M 1,130,531 +390 +0%
Bank of America
8
Bank of America
North Carolina
$83M 1,056,004 -345,269 -25%
GVAG
9
Great Valley Advisor Group
Delaware
$69.8M 888,083 +101,557 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$61.1M 777,898 -2,790 -0.4%
CA
11
Clearstead Advisors
Ohio
$54.3M 690,959 +1,281 +0.2%
Wells Fargo
12
Wells Fargo
California
$49.6M 630,781 +29,930 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$46M 585,518 +11,107 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44.7M 568,717 -17,104 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$43.5M 553,140 -26,377 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$42.7M 543,530 +35,055 +7%
WWM
17
Waterway Wealth Management
Texas
$41.3M 526,171 +10,608 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.2M 473,735 -18,078 -4%
SWP
19
Stratos Wealth Partners
Ohio
$34.1M 434,619 -51 -0%
IWP
20
IAG Wealth Partners
Wisconsin
$32.9M 418,365 +8,950 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$29.9M 381,047 +1,396 +0.4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$27.3M 347,286 +2,619 +0.8%
LI
23
LRI Investments
Florida
$27.2M 338,645 -328 -0.1%
MCM
24
MAI Capital Management
Ohio
$20.7M 263,628 -3,041 -1%
FF
25
Fox Financial
Pennsylvania
$20.1M 255,226 +1,375 +0.5%
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