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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$183M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
ACM
3
Advisors Capital Management
New Jersey
$47.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.1M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
AP
3
Advisors Preferred
Maryland
$8.73M
4
Creative Planning
4
Creative Planning
Kansas
$108M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.49B 57,669 -661 -1%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$304M 3,908,613 +4,967 +0.1%
LPL Financial
3
LPL Financial
California
$231M 2,964,255 +253,977 +9%
Morgan Stanley
4
Morgan Stanley
New York
$227M 2,914,928 +51,443 +2%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$183M 2,350,826 +2,331,196 +11,876%
Ameriprise
6
Ameriprise
Minnesota
$138M 1,773,492 +488,036 +38%
Bank of America
7
Bank of America
North Carolina
$129M 1,663,912 +607,908 +58%
Creative Planning
8
Creative Planning
Kansas
$108M 1,386,224 -31,618 -2%
UBS Group
9
UBS Group
Switzerland
$100M 1,288,065 +19,509 +2%
EWM
10
Evercore Wealth Management
New York
$88.2M 1,134,076 +3,545 +0.3%
GVAG
11
Great Valley Advisor Group
Delaware
$74M 950,788 +62,705 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$60.9M 782,624 +4,726 +0.6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$56.3M 724,013 +180,483 +33%
CA
14
Clearstead Advisors
Ohio
$56M 720,287 +29,328 +4%
Wells Fargo
15
Wells Fargo
California
$50.8M 653,459 +22,678 +4%
ACM
16
Advisors Capital Management
New Jersey
$47.8M 614,484 +598,088 +3,648%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$45.2M 580,490 -5,028 -0.9%
Raymond James Financial
18
Raymond James Financial
Florida
$45.1M 579,642 +579,642 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$44M 565,432 -3,285 -0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$43.1M 554,245 +1,105 +0.2%
WWM
21
Waterway Wealth Management
Texas
$40.6M 521,356 -4,815 -0.9%
SWP
22
Stratos Wealth Partners
Ohio
$32.8M 421,708 -12,911 -3%
IWP
23
IAG Wealth Partners
Wisconsin
$32.1M 412,385 -5,980 -1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$30M 386,220 +5,173 +1%
LI
25
LRI Investments
Florida
$26.3M 337,724 -921 -0.3%
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