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WisdomTree International LargeCap Dividend Fund
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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 %
Creative Planning
1
Creative Planning
Kansas
$142M 2,888,529 -45,337 -2%
HNB
2
Huntington National Bank
Ohio
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$46.2M 938,108 +476,225 +103%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.6M 439,442 +362,853 +474%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M 354,882 -26,339 -7%
KFI
6
Key Financial Inc
Pennsylvania
$13.3M 270,510 +8,022 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.8M 259,056 +25,212 +11%
BW
8
BIP Wealth
Georgia
$10.3M 209,526 +9,523 +5%
Jane Street
9
Jane Street
New York
$10.2M 206,909 +190,363 +1,151%
LPL Financial
10
LPL Financial
California
$9.78M 198,617 +46,833 +31%
Bank of America
11
Bank of America
North Carolina
$9.26M 188,093 +257 +0.1%
Wells Fargo
12
Wells Fargo
California
$6.75M 137,113 -5,432 -4%
AWE
13
Avidian Wealth Enterprises
Texas
$6.64M 134,782 -10,406 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.15M 124,761 +72 +0.1%
M&T Bank
15
M&T Bank
New York
$5.65M 114,762 +25,651 +29%
EFA
16
Evernest Financial Advisors
Indiana
$4.58M 92,900 +92,900 New
PAG
17
Powers Advisory Group
Illinois
$4.08M 82,873 +2,402 +3%
SPIA
18
Steward Partners Investment Advisory
New York
$4.04M 82,064 -346 -0.4%
CAN
19
Cetera Advisor Networks
California
$3.98M 80,771 -8,188 -9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.38M 68,673 +13,951 +25%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.06M 62,101 +74 +0.1%
CWM
22
Congress Wealth Management
Massachusetts
$3.06M 62,042 +8,581 +16%
UBS Group
23
UBS Group
Switzerland
$3.05M 61,818 +2,563 +4%
BWM
24
Baystate Wealth Management
Massachusetts
$3.02M 61,324 -2,938 -5%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.68M 54,399 +14,416 +36%
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