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WisdomTree International LargeCap Dividend Fund
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Overview Fund Activity

96 hedge funds and large institutions have $376M invested in WisdomTree International LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
29
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31M
2
BW
2
BIP Wealth
Georgia
$15.8M
3
GSEP
3
Golden State Equity Partners
California
$1.33M
4
FHC
4
First Heartland Consultants
Missouri
$1.7M
5
AI
5
Atria Investments
North Carolina
$1.6M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$61.5K
2
Wells Fargo
2
Wells Fargo
California
$2.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$230K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$135M 2,722,945 +509 +0%
HNB
2
Huntington National Bank
Ohio
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$31M 627,529 +70,848 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.6M 356,506 +16,220 +5%
BW
5
BIP Wealth
Georgia
$15.8M 320,365 +42,117 +15%
KFI
6
Key Financial Inc
Pennsylvania
$14.7M 296,917 +13,652 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M 264,038 +1,007 +0.4%
LPL Financial
8
LPL Financial
California
$10.2M 205,684 +13,151 +7%
CFP
9
Cascade Financial Partners
California
$9.89M 199,986 -3,015 -1%
Bank of America
10
Bank of America
North Carolina
$8.43M 170,439 -6,855 -4%
M&T Bank
11
M&T Bank
New York
$7.33M 148,281 -345 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.23M 125,971 -2,260 -2%
AWE
13
Avidian Wealth Enterprises
Texas
$5.84M 118,156 -11,767 -9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.29M 106,920 +8,538 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.46M 90,219 +6,762 +8%
EFA
16
Evernest Financial Advisors
Indiana
$4.41M 89,120 -867 -1%
PAG
17
Powers Advisory Group
Illinois
$4.1M 82,885 -970 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.42M 69,190 +3,646 +6%
CWM
19
Congress Wealth Management
Massachusetts
$3.09M 62,429 +1,989 +3%
UBS Group
20
UBS Group
Switzerland
$2.84M 57,481 +1,857 +3%
Wells Fargo
21
Wells Fargo
California
$2.41M 48,827 -105,681 -68%
Mariner
22
Mariner
Kansas
$2.41M 48,803 -3,649 -7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.36M 47,735 -1,049 -2%
GIA
24
Gladstone Institutional Advisory
Florida
$2.05M 41,424 +2,618 +7%
WA
25
Waverly Advisors
Alabama
$1.7M 34,374 -597 -2%
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