DOL icon

WisdomTree International LargeCap Dividend Fund
DOL

Overview Fund Activity

92 hedge funds and large institutions have $456M invested in WisdomTree International LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
33
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.6M
3
Jane Street
3
Jane Street
New York
$10.2M
4
EFA
4
Evernest Financial Advisors
Indiana
$4.58M
5
LPL Financial
5
LPL Financial
California
$9.78M

Top Sellers

1
CI
1
CX Institutional
Indiana
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$791K
3
Creative Planning
3
Creative Planning
Kansas
$142M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
76
Resurgent Financial Advisors
Georgia
$42.5K 862 +6 +0.7%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$41.2K 835 – –
IA
78
IFP Advisors
Florida
$38.3K 778 – –
AA
79
Ancora Advisors
Ohio
$35.5K 720 – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$33K 670 -4 -0.6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$33K 666 +48 +8%
CAL
82
Capital Advisors Ltd
Ohio
$28K 568 – –
Citigroup
83
Citigroup
New York
$26.9K 546 – –
NA
84
NewEdge Advisors
Louisiana
$24.3K 493 – –
FWM
85
FSA Wealth Management
Massachusetts
$20K 400 +400 New
FFA
86
Founders Financial Alliance
North Carolina
$8.96K 182 +91 +100%
FMTCOCP
87
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 97 – –
TFGT
88
TS Financial Group (TSFG)
Illinois
$4K 88 – –
AF
89
Advisornet Financial
Minnesota
$3.69K 75 +75 New
SWM
90
Spire Wealth Management
Virginia
$2.03K 42 – –
HWM
91
HighMark Wealth Management
Minnesota
$1.24K 25 – –
HI
92
Harbour Investments
Wisconsin
$985 20 – –
TRCT
93
Tower Research Capital (TRC)
New York
$49 1 +1 New
CI
94
CX Institutional
Indiana
– – -131,072 Closed
SFC
95
SYM Financial Corp
Indiana
– – -1,983 Closed
AWM
96
AllSquare Wealth Management
New York
– – -428 Closed
CAL
97
Capital Analysts LLC
Pennsylvania
– – -380 Closed
NS
98
NBC Securities
Alabama
– – -150 Closed
SSWM
99
Sheets Smith Wealth Management
North Carolina
– – -100 Closed
CIAS
100
Capital Investment Advisory Services
North Carolina
– – -7 Closed
1 2 3
4
5