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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 %
Creative Planning
1
Creative Planning
Kansas
$144M 2,778,787 -109,742 -4%
HNB
2
Huntington National Bank
Ohio
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$25.9M 500,840 -437,268 -47%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.3M 372,379 -67,063 -15%
KFI
5
Key Financial Inc
Pennsylvania
$14.1M 273,410 +2,900 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14M 271,653 +12,597 +5%
BW
7
BIP Wealth
Georgia
$11.6M 225,024 +15,498 +7%
CFP
8
Cascade Financial Partners
California
$10.3M 204,652 +204,652 New
Bank of America
9
Bank of America
North Carolina
$9.76M 188,768 +675 +0.4%
LPL Financial
10
LPL Financial
California
$8.15M 157,680 -40,937 -21%
Wells Fargo
11
Wells Fargo
California
$7.3M 141,173 +4,060 +3%
AWE
12
Avidian Wealth Enterprises
Texas
$6.95M 134,338 -444 -0.3%
M&T Bank
13
M&T Bank
New York
$6.6M 127,652 +12,890 +11%
SPIA
14
Steward Partners Investment Advisory
New York
$6.59M 127,451 +45,387 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.44M 124,499 -262 -0.2%
EFA
16
Evernest Financial Advisors
Indiana
$4.34M 86,919 -5,981 -6%
PAG
17
Powers Advisory Group
Illinois
$4.3M 83,075 +202 +0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.08M 78,962 +10,289 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.23M 62,518 +55,754 +824%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.22M 62,291 +7,892 +15%
Mariner
21
Mariner
Kansas
$3.15M 60,964 +54,375 +825%
CWM
22
Congress Wealth Management
Massachusetts
$3.1M 60,040 -2,002 -3%
UBS Group
23
UBS Group
Switzerland
$2.98M 57,712 -4,106 -7%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.82M 54,600 -7,501 -12%
CAN
25
Cetera Advisor Networks
California
$2.75M 53,192 -27,579 -34%
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