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 $246M -1% Sep 2021
LPL Financial 856k $102M 18% Sep 2021
GW & Wade 693k $83M -5% Sep 2021
Ameriprise Financial 577k $69M 2% Sep 2021
Stratos Wealth Partners 540k $36M 99% Dec 2021
Creative Planning 540k $64M 6% Sep 2021
UBS Group 478k $57M 0% Sep 2021
Evercore Wealth Management 447k $53M -2% Sep 2021
Envestnet Asset Management 315k $38M 0% Sep 2021
Commonwealth Equity Services 301k $36M 3% Sep 2021
Raymond James Financial Services Advisors 276k $33M 1% Sep 2021

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Wilbanks Smith & Thomas Asset Management 262k $31M 2% Sep 2021
Cambridge Investment Research Advisors 211k $25M 2% Sep 2021
Wells Fargo & Company 179k $21M 2% Sep 2021
Great Valley Advisor Group 151k $18M 57% Sep 2021
Bristlecone Advisors 149k $9.9M 85% Dec 2021
IAG Wealth Partners 142k $17M 6% Sep 2021
Traverso Chambers Private Wealth Management 137k $9.0M 101% Dec 2021
Baird Financial 126k $15M 24% Sep 2021
Raymond James & Associates 116k $14M 3% Sep 2021
Koshinski Asset Management 114k $7.5M 82% Dec 2021
ShoreHaven Wealth Partners 111k $13M 2% Sep 2021
CX Institutional 110k $7.3M 102% Dec 2021
Graves-Light Private Wealth Management 102k $12M -1% Sep 2021
Steward Partners Investment Advisory 101k $12M 100% Sep 2021
Comerica Securities 97k $12M 2% Sep 2021
Tobias Financial Advisors 95k $11M 11% Sep 2021
Advisor Group Holdings 94k $11M -2% Sep 2021
HighTower Advisors 83k $10M -11% Sep 2021
Lake Street Financial 83k $9.9M 17% Sep 2021
Stratos Wealth Advisors 83k $5.5M 107% Dec 2021
Sarasin & Partners 81k $5.4M 100% Dec 2021
Kestra Advisory Services 79k $9.4M 5% Sep 2021
Meridian Financial Partners 73k $8.8M 3% Sep 2021
Monticello Wealth Management 73k $8.7M -15% Sep 2021
Financial Network Investment Corporation 72k $8.6M 8% Sep 2021
Key FInancial 69k $4.5M 99% Dec 2021
Bsc Private Wealth Management 68k $8.1M -3% Sep 2021
Bank of New York Mellon 56k $6.7M 56% Sep 2021
D.A. Davidson & Co. 55k $6.6M 6% Sep 2021
Moller Financial Services 55k $6.5M -1% Sep 2021
Captrust Financial Advisors 54k $6.5M -3% Sep 2021
Advisors Preferred 54k $6.5M 115% Sep 2021
Assetmark 50k $5.9M -6% Sep 2021
Nadler Financial 47k $3.1M 100% Dec 2021
First Republic Investment Management 47k $5.6M -2% Sep 2021
Susquehanna International 45k $5.4M 13% Sep 2021
Private Advisor 44k $5.2M 65% Sep 2021
Strategic Family Wealth Counselors 37k $4.3M 7% Sep 2021
Stifel Financial 36k $4.3M 11% Sep 2021
Linscomb & Williams 35k $4.1M 0% Sep 2021
Procyon Private Wealth Partners 35k $2.3M 61% Dec 2021
Sigma Planning 31k $3.7M 0% Sep 2021
Mission Wealth Management 29k $3.4M 0% Sep 2021
A.N. Culbertson & Company 29k $1.9M 100% Dec 2021
Janney Montgomery Scott 27k $3.2M 0% Sep 2021
Citadel Advisors 26k $3.1M 10% Sep 2021
Kovack Advisors 26k $1.7M 97% Dec 2021
Thrivent Financial for Lutherans 25k $3.0M -3% Sep 2021
Circle Wealth Management 25k $3.0M 0% Sep 2021
Berger Financial Group 25k $3.0M 1% Sep 2021
Coldstream Capital Management 25k $3.0M -3% Sep 2021
Allen Capital Group 23k $2.8M 12% Sep 2021
Cresset Asset Management 22k $2.6M -13% Sep 2021
Equitable Holdings 21k $2.5M 5% Sep 2021
Ausdal Financial Partners 21k $2.4M 2% Sep 2021
EP Wealth Advisors 20k $2.3M -23% Sep 2021
Branch Banking & Trust Company 20k $2.3M 0% Sep 2021
Beacon Financial 19k $1.3M 100% Dec 2021
Spire Wealth Management 19k $1.3M 1668% Dec 2021
Cetera Investment Advisers 18k $2.2M -58% Sep 2021
Valeo Financial Advisors 17k $1.1M 100% Dec 2021
Mml Investors Services 16k $1.9M -3% Sep 2021
Keybank National Association 16k $1.9M 1% Sep 2021
Newbridge Financial Services Group 15k $1.0M 99% Dec 2021
Atria Investments 15k $1.8M 0% Sep 2021
HPM Partners 15k $1.7M 1% Sep 2021
H D Vest Advisory Services 14k $1.7M -7% Sep 2021
Insight Advisors, LLC/ PA 14k $1.8M -31% Sep 2021
Lido Advisors 14k $1.6M 100% Sep 2021
Kmg Fiduciary Partners 13k $878k 104% Dec 2021
Chicago Partners Investment 13k $1.6M 5% Sep 2021
Multi-Financial Securities 12k $1.4M 3% Sep 2021
Wedbush Morgan Securities 11k $733k 100% Dec 2021
Garrett Wealth Advisory Group 11k $1.3M -4% Sep 2021
Mariner Wealth Advisors 11k $1.3M -4% Sep 2021
Northwestern Mutual Wealth Management Company 11k $1.3M 10% Sep 2021
Noesis Capital Management Corp. 10k $1.2M 0% Sep 2021
WealthBridge Capital Management 10k $1.2M -4% Sep 2021
Parallel Advisors 9.7k $1.2M -3% Sep 2021
Evergreen Capital Management 9.2k $1.1M 1% Sep 2021
GM Advisory 9.0k $1.1M 0% Sep 2021
Colony Group 8.8k $1.1M 0% Sep 2021
Platform Technology Partners 8.5k $1.0M 0% Sep 2021
Vestor Capital Corp 8.0k $957k 0% Sep 2021
Us Bancorp 7.8k $932k -2% Sep 2021
Dorsey & Whitney Trust Company 7.3k $866k -7% Sep 2021
PFG Financial Advisors 7.2k $854k -47% Sep 2021
Minot Wealth Management 7.0k $832k 100% Sep 2021
Tower Research Capital 6.8k $803k 40035% Sep 2021
Brown Advisory Holdings Incorporated 6.7k $797k -21% Sep 2021
Advisory Research 6.7k $794k 0% Sep 2021
Whittier Trust Co. of Nevada 6.6k $435k 100% Dec 2021
Pineno Levin & Ford Asset Management 6.5k $777k -8% Sep 2021
Belpointe Asset Management 6.3k $749k 1% Sep 2021
Well Done 6.2k $743k 0% Sep 2021
Stock Yards Trust Company 6.2k $411k 100% Dec 2021
Certified Advisory Corp 5.9k $703k -36% Sep 2021
Grant Street Asset Management 5.9k $700k 363% Sep 2021
Staley Capital Advisers 5.8k $690k 0% Sep 2021
Geneos Wealth Management 5.5k $665k 1% Sep 2021
Tranquility Partners 5.3k $635k -8% Sep 2021
Courier Capital Corp 5.3k $351k 100% Dec 2021
IFG Advisory 5.2k $618k 0% Sep 2021
Reynders McVeigh Capital Management 5.0k $596k 0% Sep 2021
First Heartland Consultants 5.0k $593k 0% Sep 2021
Wedmont Private Capital 4.9k $324k 100% Dec 2021
Jane Street 4.9k $580k 100% Sep 2021
Wealth Enhancement Advisory Services 4.6k $581k 21% Sep 2021
Wunderlich Securities 4.6k $551k 8% Sep 2021
Adviser Investments 4.6k $550k 0% Sep 2021
GRT Capital Partners 4.5k $533k 0% Sep 2021
Rsm Us Wealth Management 4.3k $507k -18% Sep 2021
Benedict Financial Advisors 4.2k $503k -7% Sep 2021
HBK Sorce Advisory 4.2k $499k 0% Sep 2021
Capital Investment Advisors 4.1k $272k 100% Dec 2021
United Capital Financial Advisers 4.0k $481k 0% Sep 2021
Capital Advisors Wealth Management 4.0k $473k 2% Sep 2021
Lincoln National 3.9k $473k 100% Sep 2021
William Blair $ Company 3.9k $463k 0% Sep 2021
Fusion Capital 3.9k $256k 100% Dec 2021
Northern Capital Management 3.9k $255k 100% Dec 2021
Cozad Asset Management 3.8k $456k 0% Sep 2021
Rockefeller Capital Management 3.8k $455k 198% Sep 2021
IHT Wealth Management 3.7k $441k 100% Sep 2021
Northern Trust 3.7k $437k 0% Sep 2021
Financial Advocates Investment Management 3.6k $434k 3% Sep 2021
Carlson Capital Management 3.5k $232k 100% Dec 2021
Spinnaker Trust 3.5k $419k 3% Sep 2021
Qube Research & Technologies 3.5k $418k 25% Sep 2021
RegentAtlantic Capital 3.5k $414k 32% Sep 2021
Founders Financial Alliance 3.5k $411k 39% Sep 2021
FineMark National Bank & Trust 3.4k $408k 0% Sep 2021
Vista Wealth Management Group 3.4k $223k 100% Dec 2021
Kelman-Lazarov 3.4k $400k 0% Sep 2021
SignalPoint Asset Management 3.3k $399k -9% Sep 2021
Grandview Asset Management 3.3k $398k 100% Sep 2021
FMR 3.2k $387k 3% Sep 2021
One Capital Management 3.2k $378k -9% Sep 2021
Oppenheimer & Co 3.2k $377k -55% Sep 2021
Buckingham Asset Management 3.1k $373k -8% Sep 2021
Fifth Third Securities 2.8k $338k -56% Sep 2021
We Are One Seven 2.6k $330k -33% Sep 2021
Barclays 1.4k $166k -57% Sep 2021
Optimum Investment Advisors 676.00 $81k -79% Sep 2021
Liberty Wealth Management 205.00 $24k -99% Sep 2021

Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
J.w. Cole Advisors Jun 2021 56k $6.7M
Sequoia Financial Advisors Jun 2021 3.4k $410k
Advisor Resource Council Jun 2021 3.3k $394k