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 2.1M $244M -5% Mar 2021
Bank of America Corporation 963k $111M -7% Mar 2021
GW & Wade 731k $84M 1% Mar 2021
LPL Financial 691k $79M 6% Mar 2021
Creative Planning 560k $64M 6% Mar 2021
Ameriprise Financial 536k $62M 12% Mar 2021
UBS Group 468k $54M 4% Mar 2021
Raymond James Financial Services Advisors 309k $35M -20% Mar 2021
Commonwealth Equity Services 293k $34M -1% Mar 2021
Envestnet Asset Management 291k $33M 15% Mar 2021
Stratos Wealth Partners 276k $32M -8% Mar 2021

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Wilbanks Smith & Thomas Asset Management 254k $29M -1% Mar 2021
Royal Bank of Canada 210k $24M 69% Mar 2021
Cambridge Investment Research Advisors 198k $23M 5% Mar 2021
Wells Fargo & Company 179k $21M -2% Mar 2021
Frank. Day 162k $19M 0% Mar 2021
Goldman Sachs Group 140k $16M -9% Mar 2021
IAG Wealth Partners 131k $15M 5% Mar 2021
Susquehanna International 126k $15M -10% Mar 2021
Jpmorgan Chase & Co 124k $14M 20% Mar 2021
Bank of New York Mellon 111k $13M -52% Mar 2021
Raymond James & Associates 109k $13M -4% Mar 2021
Graves-Light Private Wealth Management 105k $12M -2% Mar 2021
Steward Partners Investment Advisory 104k $12M 100% Mar 2021
Baird Financial 99k $11M 15% Mar 2021
ShoreHaven Wealth Partners 95k $11M 4% Mar 2021
HighTower Advisors 90k $10M 100% Mar 2021
Advisor Group Holdings 90k $10M 24% Mar 2021
Kestra Advisory Services 86k $9.9M -9% Mar 2021
Monticello Wealth Management 83k $9.6M -7% Mar 2021
Tobias Financial Advisors 83k $9.5M 11% Mar 2021
Bristlecone Advisors 76k $8.8M 3% Mar 2021
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
Koshinski Asset Management 62k $7.1M 2% Mar 2021
Advisors Preferred 60k $6.9M -26% Mar 2021
Comerica Securities 58k $6.7M 114% Mar 2021
Assetmark 57k $6.5M -8% Mar 2021
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
Captrust Financial Advisors 55k $6.3M 378% Mar 2021
D.A. Davidson & Co. 52k $6.0M -2% Mar 2021
First Republic Investment Management 52k $6.0M -3% Mar 2021
Sarasin & Partners 44k $5.1M -1% Mar 2021
Financial Network Investment Corporation 44k $5.0M 5% Mar 2021
Linscomb & Williams 38k $4.4M -1% Mar 2021
Stratos Wealth Advisors 37k $4.2M 3% Mar 2021
Spire Wealth Management 36k $4.1M 100% Mar 2021
Cetera Investment Advisers 35k $4.0M 1766% Mar 2021
Key FInancial 33k $3.8M 29% Mar 2021
Strategic Family Wealth Counselors 31k $3.5M 0% Mar 2021
Mission Wealth Management 31k $3.5M -15% Mar 2021
Berger Financial Group 28k $3.2M 7% Mar 2021
Janney Montgomery Scott 28k $3.2M 2% Mar 2021
Cresset Asset Management 26k $3.0M -16% Mar 2021
Paracle Advisors 26k $2.9M -1% Mar 2021
Circle Wealth Management 25k $2.9M -17% Mar 2021
Stifel Financial 25k $2.9M 10% Mar 2021
Nadler Financial 25k $2.8M -3% Mar 2021
Private Advisor 24k $2.8M 40% Mar 2021
Sigma Planning 24k $2.7M 15% Mar 2021
Insight Advisors, LLC/ PA 23k $2.7M -5% Mar 2021
Treybourne Wealth Planners 22k $2.5M -24% Mar 2021
Thrivent Financial for Lutherans 22k $2.5M 0% Mar 2021
Voya Financial Advisors 21k $2.4M 19% Mar 2021
Branch Banking & Trust Company 20k $2.3M 1% Mar 2021
Financial Advocates Investment Management 20k $2.3M 1% Mar 2021
Allen Capital Group 19k $2.2M 6% Mar 2021
Procyon Private Wealth Partners 19k $2.2M 6% Mar 2021
Ausdal Financial Partners 18k $2.1M 36% Mar 2021
Equitable Holdings 18k $2.0M 5% Mar 2021
H D Vest Advisory Services 16k $1.9M -73% Mar 2021
Keybank National Association 16k $1.8M 13% Mar 2021
Atria Investments 15k $1.8M 15% Mar 2021
HPM Partners 14k $1.7M 0% Mar 2021
A.N. Culbertson & Company 14k $1.6M 0% Mar 2021
PFG Financial Advisors 14k $1.5M 6% Mar 2021
Kovack Advisors 13k $1.5M 1% Mar 2021
Chicago Partners Investment 12k $1.5M -11% Mar 2021
Citigroup 12k $1.4M 8% Mar 2021
Garrett Wealth Advisory Group 11k $1.3M -8% Mar 2021
Multi-Financial Securities 11k $1.3M -59% Mar 2021
Mml Investors Services 10k $1.2M 11% Mar 2021
WealthBridge Capital Management 10k $1.2M 0% Mar 2021
Noesis Capital Management Corp. 10k $1.2M 0% Mar 2021
Parallel Advisors 10k $1.1M 0% Mar 2021
Staley Capital Advisers 9.8k $1.1M 0% Mar 2021
Northwestern Mutual Wealth Management Company 9.5k $1.1M -5% Mar 2021
GM Advisory 9.4k $1.1M -12% Mar 2021
Evergreen Capital Management 9.1k $1.0M 0% Mar 2021
Brown Advisory Holdings Incorporated 9.0k $1.0M -12% Mar 2021
Colony Group 8.8k $1.0M -2% Mar 2021
Certified Advisory Corp 8.6k $984k 100% Mar 2021
Valeo Financial Advisors 8.3k $953k -28% Mar 2021
Vestor Capital Corp 8.2k $935k -1% Mar 2021
Us Bancorp 7.8k $900k 3% Mar 2021
Pineno Levin & Ford Asset Management 7.1k $814k -1% Mar 2021
Reynders McVeigh Capital Management 7.0k $803k 0% Mar 2021
Advisory Research 6.7k $770k -50% Mar 2021
IFG Advisory 6.7k $768k 2% Mar 2021
Belpointe Asset Management 6.4k $736k 2% Mar 2021
Kmg Fiduciary Partners 6.4k $733k 2% Mar 2021
Well Done 6.2k $715k 0% Mar 2021
Oppenheimer & Co 6.2k $706k 44% Mar 2021
Grant Street Asset Management 5.9k $673k 0% Mar 2021
Tranquility Partners 5.8k $662k 0% Mar 2021
Geneos Wealth Management 5.6k $660k -26% Mar 2021
Wedbush Morgan Securities 5.5k $636k 4% Mar 2021
Rsm Us Wealth Management 5.2k $596k 0% Mar 2021
United Capital Financial Advisers 5.0k $577k -22% Mar 2021
Benedict Financial Advisors 4.8k $552k 100% Mar 2021
Adviser Investments 4.6k $529k 0% Mar 2021
GRT Capital Partners 4.4k $510k 0% Mar 2021
One Capital Management 4.2k $481k -4% Mar 2021
HBK Sorce Advisory 4.2k $480k 0% Mar 2021
William Blair $ Company 4.1k $474k -41% Mar 2021
MAI Wealth Advisors 4.1k $465k 100% Mar 2021
Cozad Asset Management 3.8k $438k 0% Mar 2021
Rollins Financial 3.8k $433k -18% Mar 2021
Wealth Enhancement Advisory Services 3.7k $430k 100% Mar 2021
SignalPoint Asset Management 3.6k $415k -12% Mar 2021
Spinnaker Trust 3.6k $410k -8% Mar 2021
Kelman-Lazarov 3.5k $397k 0% Mar 2021
FineMark National Bank & Trust 3.4k $392k 0% Mar 2021
Buckingham Asset Management 3.4k $391k -4% Mar 2021
Optimum Investment Advisors 3.3k $383k 0% Mar 2021
Whittier Trust Co. of Nevada 3.3k $377k 0% Mar 2021
Element Wealth 3.1k $352k 0% Mar 2021
Willow Creek Wealth Management 3.1k $350k 0% Mar 2021
FMR 3.0k $344k 48% Mar 2021
Burns Wealth Management 2.9k $337k -13% Mar 2021
Financial Counselors 2.9k $334k -4% Mar 2021
LS Investment Advisors 2.9k $333k 0% Mar 2021
Capital Advisors Wealth Management 2.9k $330k 100% Mar 2021
Moisand Fitzgerald Tamayo 2.8k $325k 0% Mar 2021
First Commonwealth Financial Corporation 2.8k $323k -21% Mar 2021
Brighton Jones 2.7k $308k 0% Mar 2021
Courier Capital Corp 2.7k $305k 0% Mar 2021
Wealthquest 2.7k $303k 0% Mar 2021
RegentAtlantic Capital 2.6k $302k 0% Mar 2021
Parametric Portfolio Associates 2.6k $302k 33% Mar 2021
Intrua Financial 2.5k $299k 9% Mar 2021
SCBT Financial Corporation 2.5k $287k 0% Mar 2021
PBWM Holdings 2.5k $286k -13% Mar 2021
We Are One Seven 2.5k $285k 10% Mar 2021
Cambridge Trust Company 2.5k $285k -37% Mar 2021
MTM Investment Management 2.5k $281k -17% Mar 2021
Raymond James Trust 2.4k $278k -4% Mar 2021
Northern Capital Management 2.3k $260k -39% Mar 2021
M^T Bank Corporation 2.2k $249k -90% Mar 2021

Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 1.3M $143M
AE Wealth Management Dec 2020 55k $6.0M
Sawtooth Asset Management Dec 2020 51k $5.4M
Atlantic Trust Dec 2020 5.5k $587k
Eqis Capital Management Dec 2020 4.7k $510k
Nicolet Advisory Services Dec 2020 4.1k $443k
Renaissance Technologies Dec 2020 3.8k $409k
Madison Wealth Management Dec 2020 3.1k $329k
Tiemann Investment Advisors Dec 2020 2.9k $307k