Who owns WisdomTree LargeCap Dividend Fund?

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Analyze quarterly positions in WisdomTree LargeCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of WisdomTree LargeCap Dividend Fund stock

Who bought or sold WisdomTree LargeCap Dividend Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BKM Wealth Management 4.3M $284M 100% Dec 2023
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Pnc Financial Services 4.0M $269M -2% Dec 2023
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GW & Wade 2.1M $139M 0% Dec 2023
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Bank of America Corporation 1.5M $101M -1% Dec 2023
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Creative Planning 1.5M $98M -5% Dec 2023
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UBS Group 1.3M $88M -1% Dec 2023
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Commonwealth Equity Services 811k $54M -1% Dec 2023
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Waterway Wealth Management 729k $48M 100% Dec 2023
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Great Valley Advisor Group 728k $48M 3% Dec 2023
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Wilbanks Smith & Thomas Asset Management 674k $45M 4% Dec 2023
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Royal Bank of Canada 556k $37M 2% Dec 2023
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Cambridge Investment Research Advisors 516k $34M 1% Dec 2023
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Raymond James Financial Services Advisors 487k $32M -10% Dec 2023
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Stratos Wealth Partners 465k $34M -4% Mar 2024
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Wells Fargo & Company 441k $29M 9% Dec 2023
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IAG Wealth Partners 383k $25M 0% Dec 2023
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Jpmorgan Chase & Co 345k $23M 41% Dec 2023
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Frank. Day 339k $23M 4% Dec 2023
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Rockefeller Capital Management 336k $22M 6% Dec 2023
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Baird Financial 324k $22M 3% Dec 2023
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Raymond James & Associates 296k $20M 0% Dec 2023
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Traverso Chambers Private Wealth Management 255k $17M 2% Dec 2023
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Fox Financial 253k $17M 100% Dec 2023
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Goldman Sachs Group 241k $16M -14% Dec 2023
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Private Advisor 232k $15M -19% Dec 2023
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Revolve Wealth Partners 218k $16M 0% Mar 2024
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Bristlecone Advisors 209k $14M 9% Dec 2023
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Advisor Group Holdings 198k $13M -31% Dec 2023
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Steward Partners Investment Advisory 195k $13M -1% Dec 2023
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Lake Street Financial 187k $12M 1% Dec 2023
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Main Street Financial Solutions 180k $12M 0% Dec 2023
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Bank of New York Mellon 174k $12M 1223% Dec 2023
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FIDELIS iM 170k $11M 2% Dec 2023
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HighTower Advisors 162k $11M -1% Dec 2023
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IFG Advisory 162k $11M 1% Dec 2023
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Graves-Light Private Wealth Management 139k $9.2M -2% Dec 2023
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Wealth Enhancement Advisory Services 137k $9.9M -1% Mar 2024
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Advisors Capital Management 135k $9.0M 100% Dec 2023
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Koshinski Asset Management 114k $7.5M 83% Dec 2023
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Almanack Investment Partners 111k $7.3M -5% Dec 2023
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Kestra Advisory Services 105k $7.0M -15% Dec 2023
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CX Institutional 103k $7.4M 31% Mar 2024
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Stratos Wealth Advisors 102k $7.4M 2% Mar 2024
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AE Wealth Management 102k $6.8M 100% Dec 2023
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Moller Financial Services 98k $7.0M -4% Mar 2024
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Stifel Financial 96k $6.4M 2% Dec 2023
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RFG Advisory 88k $6.3M 594% Mar 2024
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Strategic Family Wealth Counselors 87k $5.8M 3% Dec 2023
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Key FInancial 86k $5.7M 7% Dec 2023
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Atria Wealth Solutions 85k $5.6M 2% Dec 2023
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Captrust Financial Advisors 79k $5.2M -1% Dec 2023
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Bsc Private Wealth Management 78k $5.2M -1% Dec 2023
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D.A. Davidson & Co. 76k $5.1M -4% Dec 2023
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Monticello Wealth Management 75k $5.0M -19% Dec 2023
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H&H Retirement Design & Management 73k $5.0M 0% Dec 2023
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Sarasin & Partners 70k $5.1M -2% Mar 2024
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Branch Banking & Trust Company 69k $4.6M 1% Dec 2023
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Congress Wealth Management LLC / DE / 64k $4.2M 7% Dec 2023
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Advisors Preferred 61k $4.1M -69% Dec 2023
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Kestra Private Wealth Services 61k $4.0M 8% Dec 2023
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Assetmark 60k $4.0M -14% Dec 2023
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Janney Montgomery Scott 55k $3.7M -2% Dec 2023
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EP Wealth Advisors 53k $3.5M 0% Dec 2023
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Linscomb & Williams 53k $3.5M -7% Dec 2023
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Circle Wealth Management 51k $3.4M -1% Dec 2023
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Lido Advisors 48k $3.2M -4% Dec 2023
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Nadler Financial 46k $3.0M -5% Dec 2023
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Kingswood Wealth Advisors 46k $3.3M -8% Mar 2024
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True Wealth Design 45k $3.0M 0% Dec 2023
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Aspiriant 45k $3.2M -1% Mar 2024
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Citadel Advisors 43k $2.8M -2% Dec 2023
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Allen Capital Group 42k $3.0M -1% Mar 2024
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Coldstream Capital Management 41k $2.7M 0% Dec 2023
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Mission Wealth Management 40k $2.7M 0% Dec 2023
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Meridian Financial Partners 40k $2.7M -3% Dec 2023
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H D Vest Advisory Services 39k $2.6M -1% Dec 2023
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Berger Financial Group 37k $2.7M 2% Mar 2024
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Signal Advisors Wealth 37k $2.7M 100% Mar 2024
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Gladstone Institutional Advisory 36k $2.4M 35% Dec 2023
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HPM Partners 36k $2.4M 100% Dec 2023
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International Assets Investment Management 34k $2.4M 2% Mar 2024
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Ausdal Financial Partners 32k $2.3M -1% Mar 2024
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CRA Financial Services 31k $2.0M -2% Dec 2023
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Focus Financial Network 30k $2.0M 100% Dec 2023
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Amplius Wealth Advisors 28k $1.9M -2% Dec 2023
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Mather Group 27k $1.8M -25% Mar 2024
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Chicago Partners Investment 27k $1.8M -5% Dec 2023
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Flow Traders US 26k $1.7M 15% Dec 2023
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J.w. Cole Advisors 26k $1.7M -44% Dec 2023
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Rollins Financial 25k $1.7M -10% Dec 2023
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Resurgent Financial Advisors 24k $1.6M -3% Dec 2023
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Beacon Financial 24k $1.6M 23% Dec 2023
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Heritage Wealth Management, Inc./Texas 23k $1.5M 100% Dec 2023
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A.N. Culbertson & Company 23k $1.5M 0% Dec 2023
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Citigroup 22k $1.5M -2% Dec 2023
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Atria Investments 22k $1.5M 0% Dec 2023
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Team Financial Group 22k $1.4M 6% Dec 2023
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Geneos Wealth Management 21k $1.4M -9% Dec 2023
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Integrys Wealth Advisors 20k $1.4M 0% Mar 2024
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WealthBridge Capital Management 19k $1.3M 1% Dec 2023
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Private Trust Co Na 18k $1.2M 6% Dec 2023
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Mariner Wealth Advisors 18k $1.2M -11% Dec 2023
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Parallel Advisors 18k $1.2M -4% Dec 2023
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Sigma Planning 18k $1.2M -57% Dec 2023
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Alta Wealth Advisors 17k $1.2M 0% Dec 2023
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HB Wealth Management 17k $1.2M 0% Dec 2023
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Valeo Financial Advisors 17k $1.1M 0% Dec 2023
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Merit Financial Group 16k $1.1M 100% Dec 2023
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Ethos Financial Group 16k $1.0M -52% Dec 2023
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Tranquility Partners 16k $1.0M -10% Dec 2023
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Us Bancorp 15k $981k -10% Dec 2023
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Kmg Fiduciary Partners 15k $1.1M 0% Mar 2024
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Dorsey & Whitney Trust Company 14k $956k 0% Dec 2023
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Colony 14k $949k 100% Dec 2023
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Gyl Financial Synergies 14k $947k 20% Dec 2023
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High Net Worth Advisory Group 14k $1.0M -3% Mar 2024
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Rsm Us Wealth Management 14k $911k 65% Dec 2023
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Vestor Capital Corp 14k $903k -9% Dec 2023
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Live Oak Investment Partners 13k $890k -1% Dec 2023
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ShoreHaven Wealth Partners 13k $861k -22% Dec 2023
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Collaborative Wealth Managment 13k $845k 1% Dec 2023
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Wedbush Morgan Securities 11k $736k 0% Dec 2023
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CoreCap Advisors 11k $725k -4% Dec 2023
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Newbridge Financial Services Group 11k $717k -13% Dec 2023
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Cora Capital Advisors 11k $710k 0% Dec 2023
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Hilltop Partners 11k $709k 0% Dec 2023
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GM Advisory 10k $687k -24% Dec 2023
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Noesis Capital Management Corp. 10k $664k 0% Dec 2023
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William Blair $ Company 10k $662k 8% Dec 2023
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PFG Investments 9.9k $660k 4% Dec 2023
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Midland Wealth Advisors 9.8k $654k 100% Dec 2023
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626 Financial 9.8k $653k -11% Dec 2023
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National Asset Management 9.5k $632k 3% Dec 2023
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Adamsbrown Wealth Consultants 9.5k $631k 0% Dec 2023
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Adviser Investments 9.2k $612k 0% Dec 2023
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Thoroughbred Financial Services 9.1k $601k 0% Dec 2023
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Options Solutions 9.0k $597k 0% Dec 2023
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Wetherby Asset Management 8.9k $588k 0% Dec 2023
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NewEdge Wealth 8.7k $578k -4% Dec 2023
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Flynn Zito Capital Management 8.6k $571k -26% Dec 2023
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Moloney Securities Asset Management 8.6k $571k 25% Dec 2023
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Capital Advisors Wealth Management 8.5k $614k 0% Mar 2024
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EverSource Wealth Advisors 8.4k $558k -5% Dec 2023
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M^T Bank Corporation 8.4k $558k 8% Dec 2023
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Frazier Financial Advisors 8.4k $557k 100% Dec 2023
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Well Done 8.4k $555k 0% Dec 2023
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Element Wealth 8.3k $551k -9% Dec 2023
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Walden Wealth Partners 8.3k $548k 100% Dec 2023
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HBK Sorce Advisory 8.2k $545k 0% Dec 2023
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Procyon Private Wealth Partners 8.2k $590k -81% Mar 2024
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First Heartland Consultants 8.1k $537k -11% Dec 2023
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Staley Capital Advisers 8.1k $536k -21% Dec 2023
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Family Asset Management 7.3k $486k -42% Dec 2023
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Waldron 6.2k $410k -32% Dec 2023
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Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Hibernia Wealth Partners Sep 2023 91k $5.6M
Jane Street Sep 2023 36k $2.2M
WealthTrust Asset Management Sep 2023 12k $722k
GSA Capital Partners Sep 2023 8.6k $530k