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
Pnc Financial Services 4.3M $268M 1% Dec 2022
Morgan Stanley 2.9M $181M 0% Dec 2022
LPL Financial 2.5M $157M 13% Dec 2022
GW & Wade 2.0M $124M 30% Dec 2022
Bank of America Corporation 1.9M $120M 13% Dec 2022
Ameriprise Financial 1.8M $110M 7% Dec 2022
Creative Planning 1.4M $89M 0% Dec 2022
UBS Group 1.3M $83M 4% Dec 2022
Evercore Wealth Management 1.1M $66M 10% Dec 2022
Mirae Asset Global Investments 1.0M $64M 0% Dec 2022
Commonwealth Equity Services 759k $47M 4% Dec 2022

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Wilbanks Smith & Thomas Asset Management 615k $38M 5% Dec 2022
Envestnet Asset Management 613k $38M 1% Dec 2022
Raymond James Financial Services Advisors 579k $36M 5% Dec 2022
Stratos Wealth Partners 573k $36M -2% Dec 2022
Royal Bank of Canada 572k $35M 15% Dec 2022
Raymond James & Associates 537k $33M 3% Dec 2022
Revolve Wealth Partners 526k $33M -5% Dec 2022
Cambridge Investment Research Advisors 518k $32M 5% Dec 2022
Great Valley Advisor Group 476k $30M 11% Dec 2022
Wells Fargo & Company 424k $26M -16% Dec 2022
Advisor Group Holdings 378k $23M 99% Dec 2022
IAG Wealth Partners 356k $22M 0% Dec 2022
Frank. Day 330k $21M -5% Dec 2022
Baird Financial 310k $19M 0% Dec 2022
Private Advisor 274k $17k 31% Dec 2022
One Capital Management 255k $16M 7% Dec 2022
Goldman Sachs Group 251k $16M 0% Dec 2022
Traverso Chambers Private Wealth Management 244k $15M 0% Dec 2022
Almanack Investment Partners 241k $15M 1% Dec 2022
Bristlecone Advisors 239k $15M 10% Dec 2022
ShoreHaven Wealth Partners 230k $14M 4% Dec 2022
Kestra Advisory Services 220k $14M 21% Dec 2022
Jpmorgan Chase & Co 217k $14M -13% Dec 2022
Tobias Financial Advisors 216k $13M 0% Dec 2022
Comerica Securities 214k $13M 0% Dec 2022
Steward Partners Investment Advisory 201k $13M 0% Dec 2022
Financial Network Investment Corporation 188k $12M 9% Dec 2022
Prestige Wealth Management Group 181k $11M -2% Dec 2022
Advisors Capital Management 179k $11M 236% Dec 2022
Lake Street Financial 177k $11M -2% Dec 2022
Graves-Light Private Wealth Management 174k $11M -4% Dec 2022
Main Street Financial Solutions 172k $11M 4% Dec 2022
HighTower Advisors 155k $9.6M -5% Dec 2022
FIDELIS iM 148k $9.2M 0% Dec 2022
IFG Advisory 134k $8.3M 760% Dec 2022
CX Institutional 127k $7.9M 4% Dec 2022
Bsc Private Wealth Management 122k $7.5M -2% Dec 2022
Monticello Wealth Management 122k $7.5M -4% Dec 2022
Koshinski Asset Management 117k $7.3M 2% Dec 2022
Multi-Financial Securities 114k $7.0M 121% Dec 2022
Moller Financial Services 107k $6.6M 1% Dec 2022
Stratos Wealth Advisors 100k $6.2M 5% Dec 2022
Captrust Financial Advisors 98k $6.1M -5% Dec 2022
Stifel Financial 96k $5.9M -59% Dec 2022
First Republic Investment Management 93k $5.8M 0% Dec 2022
Atria Wealth Solutions 90k $5.6M -1% Dec 2022
Strategic Family Wealth Counselors 87k $5.4M -1% Dec 2022
Sarasin & Partners 80k $5.0M 0% Dec 2022
D.A. Davidson & Co. 78k $4.8M -11% Dec 2022
Key FInancial 73k $4.0M 0% Dec 2022
Rollins Financial 66k $4.1M 17% Dec 2022
Linscomb & Williams 64k $4.0M 10% Dec 2022
Branch Banking & Trust Company 59k $3.7M 48% Dec 2022
Congress Wealth Management LLC / DE / 58k $3.6M 0% Dec 2022
Assetmark 57k $3.5M -10% Dec 2022
Janney Montgomery Scott 55k $3.4M 0% Dec 2022
EP Wealth Advisors 54k $3.0M 40% Sep 2022
Aspiriant 54k $3.3M 802% Dec 2022
Equitable Holdings 52k $3.2M -3% Dec 2022
Circle Wealth Management 52k $3.2M 0% Dec 2022
Sigma Planning 50k $3.1M -2% Dec 2022
Cetera Investment Advisers 50k $3.1M 95% Dec 2022
H D Vest Advisory Services 49k $3.0M 74% Dec 2022
Nadler Financial 49k $3.0M 2% Dec 2022
True Wealth Design 49k $3.0M 100% Dec 2022
Meridian Financial Partners 48k $3.0M -4% Dec 2022
Cresset Asset Management 48k $2.9M 0% Dec 2022
Lido Advisors 47k $2.9M 66% Dec 2022
J.w. Cole Advisors 46k $2.8M 0% Dec 2022
Coldstream Capital Management 46k $2.8M 3% Dec 2022
Northwestern Mutual Wealth Management Company 43k $2.7M 82% Dec 2022
Mission Wealth Management 42k $2.6M 3% Dec 2022
Ausdal Financial Partners 41k $2.6M 5% Dec 2022
Procyon Private Wealth Partners 41k $2.6M 1% Dec 2022
Thrivent Financial for Lutherans 40k $2.5M -3% Dec 2022
Amplius Wealth Advisors 39k $2.4M -92% Dec 2022
Berger Financial Group 38k $2.3M -7% Dec 2022
Susquehanna International 38k $2.3M 222% Dec 2022
Pennsylvania Capital Management 37k $2.3M 100% Dec 2022
Mather Group 36k $2.2M 32% Dec 2022
HPM Partners 34k $2.1M 5% Dec 2022
Mml Investors Services 33k $2.0M -11% Dec 2022
Kovack Advisors 33k $2.0M 2% Dec 2022
Rockefeller Capital Management 32k $2.0M 19% Dec 2022
55i 31k $1.7M 38% Sep 2022
Keybank National Association 30k $1.9M -1% Dec 2022
CRA Financial Services 29k $1.8M 29% Dec 2022
Chicago Partners Investment 28k $1.8M 2% Dec 2022
Geneos Wealth Management 27k $1.7M 2% Dec 2022
Calton & Associates 27k $1.6M 0% Dec 2022
Atria Investments 25k $1.5M 0% Dec 2022
Resurgent Financial Advisors 24k $1.5M 1% Dec 2022
A.N. Culbertson & Company 23k $1.4M 3% Dec 2022
Parallel Advisors 21k $1.3M 22% Dec 2022
Citigroup 21k $1.3M 3% Dec 2022
Integrys Wealth Advisors 20k $1.2M 0% Dec 2022
Beacon Financial 19k $1.2M 0% Dec 2022
WealthBridge Capital Management 19k $1.2M 1% Dec 2022
Alta Wealth Advisors 17k $1.1M 0% Dec 2022
Mariner Wealth Advisors 17k $1.1M 1% Dec 2022
HB Wealth Management 17k $1.1M -2% Dec 2022
Private Trust Co Na 17k $1.1M 26% Dec 2022
Colony Group 17k $1.1M -1% Dec 2022
Platform Technology Partners 17k $1.1M 0% Dec 2022
Us Bancorp 17k $1.0M 8% Dec 2022
Valeo Financial Advisors 17k $1.0M 0% Dec 2022
Avant Capital 17k $1.0M -2% Dec 2022
HBK Sorce Advisory 16k $1.0M 98% Dec 2022
Gladstone Institutional Advisory 16k $1.0M 54% Dec 2022
Oakmont Partners 16k $958k 3% Dec 2022
WealthTrust Asset Management 15k $919k -5% Dec 2022
Vestor Capital Corp 15k $903k -2% Dec 2022
High Net Worth Advisory Group 15k $903k 0% Dec 2022
Oppenheimer & Co 15k $897k 4% Dec 2022
Dorsey & Whitney Trust Company 14k $892k 0% Dec 2022
Tranquility Partners 14k $881k 1% Dec 2022
Kmg Fiduciary Partners 14k $863k 1% Dec 2022
Newbridge Financial Services Group 14k $858k -5% Dec 2022
American Portfolios Advisors 14k $754k 1% Sep 2022
GM Advisory 14k $837k -27% Dec 2022
Live Oak Investment Partners 13k $833k 100% Dec 2022
Adamsbrown Wealth Consultants 12k $768k -32% Dec 2022
626 Financial 12k $746k 2% Dec 2022
Gyl Financial Synergies 12k $739k 0% Dec 2022
National Asset Management 12k $721k 8% Dec 2022
Northern Trust 11k $700k -7% Dec 2022
Lake Street Advisors Group 11k $688k 100% Dec 2022
Wedbush Morgan Securities 11k $687k 0% Dec 2022
Flynn Zito Capital Management 11k $678k 100% Dec 2022
Cora Capital Advisors 11k $663k 100% Dec 2022
IHT Wealth Management 10k $636k 6% Dec 2022
Money Concepts Capital Corp 10k $635k 52% Dec 2022
Qube Research & Technologies 10k $623k 100% Dec 2022
Hrt Financial 10k $622k 100% Dec 2022
Noesis Capital Management Corp. 10k $620k 0% Dec 2022
Reynders McVeigh Capital Management 10k $619k 0% Dec 2022
Staley Capital Advisers 9.9k $610k 0% Dec 2022
Belpointe Asset Management 9.6k $595k -1% Dec 2022
CoreCap Advisors 9.6k $592k 100% Dec 2022
Bank of New York Mellon 9.0k $538k -66% Dec 2022
Well Done 8.4k $518k -33% Dec 2022
PFG Financial Advisors 7.5k $463k -58% Dec 2022

Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
CFS Investment Advisory Services Sep 2022 88k $2.0k
Allen Capital Group Sep 2022 49k $2.7M
Grant Street Asset Management Sep 2022 12k $649k