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WisdomTree International LargeCap Dividend Fund
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Overview Fund Activity

90 hedge funds and large institutions have $400M invested in WisdomTree International LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
25
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFP
1
Cascade Financial Partners
California
$10.3M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.23M
3
Mariner
3
Mariner
Kansas
$3.15M
4
SPIA
4
Steward Partners Investment Advisory
New York
$6.59M
5
WA
5
Waverly Advisors
Alabama
$2.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.44M
3
Jane Street
3
Jane Street
New York
$2.64M
4
Creative Planning
4
Creative Planning
Kansas
$144M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
MCF Advisors
Kentucky
$334K 6,461 +6,461 New
RJA
52
Raymond James & Associates
Florida
$334K 6,459 -4,174 -39%
JWA
53
JFS Wealth Advisors
Pennsylvania
$333K 6,446 -158 -2%
PWM
54
PBMares Wealth Management
Virginia
$330K 6,387 -37 -0.6%
VW
55
Vance Wealth
California
$318K 6,150 – –
FFA
56
Frazier Financial Advisors
Ohio
$303K 5,850 – –
GWM
57
Geneos Wealth Management
Colorado
$285K 5,504 -758 -12%
JFA
58
JNBA Financial Advisors
Minnesota
$284K 5,500 -70 -1%
PA
59
PSI Advisors
Florida
$281K 5,441 -1,071 -16%
LF
60
Lantz Financial
Illinois
$263K 5,088 -1,579 -24%
GFS
61
GYL Financial Synergies
Connecticut
$250K 4,827 – –
CPIG
62
Chicago Partners Investment Group
Illinois
$235K 4,612 -364 -7%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$226K 4,362 – –
HA
64
Herold Advisors
New York
$206K 3,981 +3,981 New
BJL
65
Brighton Jones LLC
Washington
$205K 3,959 +3,959 New
SWA
66
SOA Wealth Advisors
New York
$184K 3,549 -2 -0.1%
NOI
67
Newton One Investments
Delaware
$121K 2,342 – –
CPA
68
Cardiff Park Advisors
California
$118K 2,277 +14 +0.6%
LI
69
LRI Investments
Florida
$108K 2,085 +2,085 New
BTI
70
Blue Trust Inc
Georgia
$88K 1,702 – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$85.5K 1,653 +983 +147%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$64.4K 1,246 +1 +0.1%
NA
73
Nordwand Advisors
Pennsylvania
$54.7K 1,057 – –
QCG
74
Quadrant Capital Group
Ohio
$49.1K 950 +950 New
CTWM
75
Cherry Tree Wealth Management
Minnesota
$45.6K 881 -184 -17%
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3
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