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WisdomTree International LargeCap Dividend Fund
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Overview Fund Activity

87 hedge funds and large institutions have $395M invested in WisdomTree International LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
CX Institutional
Indiana
$5.98M
2
SPIA
2
Steward Partners Investment Advisory
New York
$3.76M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.33M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.83M
5
CAN
5
Cetera Advisor Networks
California
$4.06M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$134M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Jane Street
3
Jane Street
New York
$755K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$134M 2,933,866 -130,809 -4%
HNB
2
Huntington National Bank
Ohio
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$21.1M 461,883 +17,702 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.4M 381,221 -32,579 -8%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.5M 362,262 -1,771 -0.5%
KFI
6
Key Financial Inc
Pennsylvania
$12M 262,488 +5,496 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.7M 233,844 +13,054 +6%
BW
8
BIP Wealth
Georgia
$9.12M 200,003 -5,440 -3%
Bank of America
9
Bank of America
North Carolina
$8.57M 187,836 -24,474 -12%
LPL Financial
10
LPL Financial
California
$6.92M 151,784 +18,036 +13%
AWE
11
Avidian Wealth Enterprises
Texas
$6.62M 145,188 -14,622 -9%
Wells Fargo
12
Wells Fargo
California
$6.5M 142,545 -6,223 -4%
CI
13
CX Institutional
Indiana
$5.98M 131,072 +131,072 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.69M 124,689 +4,210 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.33M 94,907 +71,644 +308%
M&T Bank
16
M&T Bank
New York
$4.07M 89,111 +17,186 +24%
CAN
17
Cetera Advisor Networks
California
$4.06M 88,959 +31,833 +56%
SPIA
18
Steward Partners Investment Advisory
New York
$3.76M 82,410 +82,410 New
PAG
19
Powers Advisory Group
Illinois
$3.67M 80,471 -716 -0.9%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$3.49M 76,589 +1,403 +2%
BWM
21
Baystate Wealth Management
Massachusetts
$2.93M 64,262 -4,130 -6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.83M 62,027 +62,027 New
UBS Group
23
UBS Group
Switzerland
$2.7M 59,255 +1,950 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.62M 57,363 +5,446 +10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.5M 54,722 +7,885 +17%
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