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 2.2M $240M -1% Dec 2020
Morgan Stanley 1.3M $143M -3% Dec 2020
Bank of America Corporation 1.0M $111M 0% Dec 2020
GW & Wade 724k $78M 4% Dec 2020
LPL Financial 651k $70M 13% Dec 2020
Creative Planning 560k $64M 6% Mar 2021
Ameriprise Financial 481k $52M 29% Dec 2020
UBS Group 448k $48M 0% Dec 2020
Evercore Wealth Management 448k $48M 0% Dec 2020
Raymond James Financial Services Advisors 386k $42M -24% Dec 2020
Commonwealth Equity Services 295k $32M 4% Dec 2020

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Stratos Wealth Partners 276k $32M -8% Mar 2021
Wilbanks Smith & Thomas Asset Management 257k $28M -1% Dec 2020
Envestnet Asset Management 252k $27M 11% Dec 2020
Bank of New York Mellon 230k $25M 333% Dec 2020
Cambridge Investment Research Advisors 188k $20M 1% Dec 2020
Wells Fargo & Company 183k $20M -1% Dec 2020
Frank. Day 162k $17M 0% Dec 2020
Goldman Sachs Group 153k $17M -13% Dec 2020
Susquehanna International 140k $15M 262% Dec 2020
IAG Wealth Partners 131k $15M 5% Mar 2021
Royal Bank of Canada 124k $13M 4% Dec 2020
Raymond James & Associates 114k $12M -3% Dec 2020
Graves-Light Private Wealth Management 105k $12M -2% Mar 2021
Jpmorgan Chase & Co 103k $17M 8% Dec 2020
Kestra Advisory Services 95k $10M 191% Dec 2020
ShoreHaven Wealth Partners 91k $9.8M 100% Dec 2020
Baird Financial 86k $9.3M 9% Dec 2020
Monticello Wealth Management 83k $9.6M -7% Mar 2021
Advisors Preferred 81k $8.5M 100% Dec 2020
Bristlecone Advisors 76k $8.8M 3% Mar 2021
Tobias Financial Advisors 75k $8.1M 2% Dec 2020
Advisor Group Holdings 72k $7.8M 14% Dec 2020
Bsc Private Wealth Management 70k $8.1M -7% Mar 2021
Great Valley Advisor Group 70k $8.0M 168% Mar 2021
Meridian Financial Partners 69k $8.1M 2% Mar 2021
Traverso Chambers Private Wealth Management 67k $7.7M 0% Mar 2021
Assetmark 62k $6.7M -3% Dec 2020
H D Vest Advisory Services 61k $6.5M -35% Dec 2020
Koshinski Asset Management 60k $6.5M 3% Dec 2020
Moller Financial Services 56k $6.4M 6% Mar 2021
CX Institutional 56k $6.4M -28% Mar 2021
Lake Street Financial 56k $6.4M 7% Mar 2021
J.w. Cole Advisors 55k $6.3M 2% Mar 2021
D.A. Davidson & Co. 54k $5.8M -2% Dec 2020
First Republic Investment Management 54k $5.8M -7% Dec 2020
Sawtooth Asset Management 51k $5.4M 100% Dec 2020
Sarasin & Partners 44k $5.1M -1% Mar 2021
Financial Network Investment Corporation 42k $4.5M 0% Dec 2020
Linscomb & Williams 38k $4.1M -1% Dec 2020
Stratos Wealth Advisors 37k $4.2M 3% Mar 2021
Mission Wealth Management 36k $3.9M -9% Dec 2020
Key FInancial 33k $3.8M 29% Mar 2021
Strategic Family Wealth Counselors 31k $3.3M 0% Dec 2020
Cresset Asset Management 31k $3.3M 1% Dec 2020
Circle Wealth Management 31k $3.3M -27% Dec 2020
Treybourne Wealth Planners 29k $3.1M 100% Dec 2020
Janney Montgomery Scott 28k $3.2M 2% Mar 2021
EP Wealth Advisors 28k $3.0M -1% Dec 2020
Comerica Securities 27k $2.9M 1% Dec 2020
Multi-Financial Securities 27k $2.9M 1% Dec 2020
Berger Financial Group 26k $2.8M 100% Dec 2020
Paracle Advisors 26k $2.8M 0% Dec 2020
Nadler Financial 25k $2.8M -3% Mar 2021
Private Wealth Advisors 25k $2.6M 27% Dec 2020
Private Advisor 24k $2.8M 40% Mar 2021
Insight Advisors, LLC/ PA 24k $2.6M 100% Dec 2020
Stifel Financial 23k $2.5M 31% Dec 2020
M^T Bank Corporation 23k $2.4M 1% Dec 2020
Thrivent Financial for Lutherans 22k $2.3M 24% Dec 2020
Sigma Planning 21k $2.2M 74% Dec 2020
Branch Banking & Trust Company 20k $2.1M 3% Dec 2020
Financial Advocates Investment Management 20k $2.1M -5% Dec 2020
Allen Capital Group 19k $2.2M 6% Mar 2021
Procyon Private Wealth Partners 19k $2.2M 6% Mar 2021
Voya Financial Advisors 18k $1.9M 20% Dec 2020
Equitable Holdings 17k $1.8M 5% Dec 2020
HPM Partners 14k $1.5M 1% Dec 2020
A.N. Culbertson & Company 14k $1.6M 0% Mar 2021
Keybank National Association 14k $1.5M 0% Dec 2020
Ausdal Financial Partners 14k $1.5M 16% Dec 2020
Advisory Research 14k $1.5M 98% Dec 2020
Atria Investments 13k $1.4M 100% Dec 2020
Kovack Advisors 13k $1.4M 0% Dec 2020
PFG Financial Advisors 13k $1.4M 70% Dec 2020
Chicago Partners Investment 12k $1.5M -11% Mar 2021
Captrust Financial Advisors 11k $1.2M 57% Dec 2020
Citigroup 11k $1.2M 6% Dec 2020
Garrett Wealth Advisory Group 11k $1.3M -8% Mar 2021
GM Advisory 11k $1.1M 2% Dec 2020
Brown Advisory Holdings Incorporated 10k $1.1M 1% Dec 2020
WealthBridge Capital Management 10k $1.1M 0% Dec 2020
Noesis Capital Management Corp. 10k $1.1M 0% Dec 2020
Parallel Advisors 10k $1.1M 0% Mar 2021
Northwestern Mutual Wealth Management Company 10k $1.1M -7% Dec 2020
Staley Capital Advisers 9.8k $1.1M 0% Dec 2020
Beacon Financial 9.6k $1.1M 0% Dec 2020
Mml Investors Services 9.3k $1.0M 0% Dec 2020
Platform Technology Partners 9.3k $995k -1% Dec 2020
Evergreen Capital Management 9.0k $970k 1% Dec 2020
Colony Group 9.0k $970k 0% Dec 2020
Valeo Financial Advisors 8.3k $953k -28% Mar 2021
Vestor Capital Corp 8.2k $883k 0% Dec 2020
Us Bancorp 7.8k $900k 3% Mar 2021
Pineno Levin & Ford Asset Management 7.1k $814k -1% Mar 2021
William Blair $ Company 7.0k $753k -8% Dec 2020
Reynders McVeigh Capital Management 7.0k $752k 0% Dec 2020
IFG Advisory 6.7k $768k 2% Mar 2021
United Capital Financial Advisers 6.5k $697k -80% Dec 2020
Kmg Fiduciary Partners 6.4k $733k 2% Mar 2021
Belpointe Asset Management 6.3k $674k -5% Dec 2020
Well Done 6.2k $715k 0% Mar 2021
Grant Street Asset Management 5.9k $631k 0% Dec 2020
Tranquility Partners 5.8k $662k 0% Mar 2021
Wedbush Morgan Securities 5.5k $636k 4% Mar 2021
Atlantic Trust 5.5k $587k 100% Dec 2020
Rsm Us Wealth Management 5.2k $596k 0% Mar 2021
First Heartland Consultants 5.0k $534k -11% Dec 2020
Eqis Capital Management 4.7k $510k -16% Dec 2020
Adviser Investments 4.6k $495k 0% Dec 2020
Rollins Financial 4.6k $493k 100% Dec 2020
GRT Capital Partners 4.4k $477k 0% Dec 2020
One Capital Management 4.4k $469k -19% Dec 2020
Oppenheimer & Co 4.3k $461k 1% Dec 2020
HBK Sorce Advisory 4.2k $452k 0% Dec 2020
Nicolet Advisory Services 4.1k $443k 0% Dec 2020
SignalPoint Asset Management 4.1k $441k -5% Dec 2020
Cambridge Trust Company 4.0k $425k 0% Dec 2020
Cozad Asset Management 3.8k $438k 0% Mar 2021
Renaissance Technologies 3.8k $409k 100% Dec 2020
Northern Capital Management 3.7k $397k 100% Dec 2020
Spinnaker Trust 3.6k $410k -8% Mar 2021
First Commonwealth Financial Corporation 3.5k $382k 0% Dec 2020
Kelman-Lazarov 3.5k $372k 0% Dec 2020
FineMark National Bank & Trust 3.4k $368k 0% Dec 2020
Buckingham Asset Management 3.4k $391k -4% Mar 2021
Burns Wealth Management 3.4k $362k -4% Dec 2020
Optimum Investment Advisors 3.3k $383k 0% Mar 2021
Whittier Trust Co. of Nevada 3.3k $377k 0% Mar 2021
Element Wealth 3.1k $330k -15% Dec 2020
Madison Wealth Management 3.1k $329k 0% Dec 2020
Willow Creek Wealth Management 3.1k $328k -5% Dec 2020
Financial Counselors 2.9k $334k -4% Mar 2021
LS Investment Advisors 2.9k $312k 0% Dec 2020
Capital Advisors Wealth Management 2.9k $330k 100% Mar 2021
Tiemann Investment Advisors 2.9k $307k 100% Dec 2020
Moisand Fitzgerald Tamayo 2.8k $304k 0% Dec 2020
Brighton Jones 2.7k $288k -13% Dec 2020
Courier Capital Corp 2.7k $305k 0% Mar 2021
PBWM Holdings 2.5k $286k -13% Mar 2021
MTM Investment Management 2.5k $281k -17% Mar 2021
PSI Advisors 2.3k $243k -27% Dec 2020
Tower Research Capital 17.00 $2.0k -100% Dec 2020

Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Sep 2020 108k $11M
AE Wealth Management Dec 2020 55k $6.0M
VisionPoint Advisory Group Sep 2020 34k $3.3M
HighTower Advisors Sep 2020 18k $1.8M
Wunderlich Securities Sep 2020 4.4k $431k
Peninsula Wealth Sep 2020 3.2k $309k