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
Pnc Financial Services 3.9M $304M 0% Dec 2024
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LPL Financial 3.5M $275M 17% Mar 2025
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Morgan Stanley 2.9M $227M 100% Dec 2024
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Colony 2.4M $188M 1% Mar 2025
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Bank of America Corporation 1.7M $129M 58% Dec 2024
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Ameriprise Financial 1.4M $113M -19% Mar 2025
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Creative Planning 1.4M $110M 0% Mar 2025
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UBS Group 1.3M $104M 2% Mar 2025
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Evercore Wealth Management 1.1M $87M -4% Mar 2025
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Great Valley Advisor Group 1.0M $82M 9% Mar 2025
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Commonwealth Equity Services 783k $61M 1% Dec 2024
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Cetera Investment Advisers 724k $56M 33% Dec 2024
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Hartland & Co 720k $56M 4% Dec 2024
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Wells Fargo & Company 671k $53M 3% Mar 2025
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Envestnet Asset Management 598k $47M 8% Mar 2025
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Cambridge Investment Research Advisors 586k $47M 1% Mar 2025
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Royal Bank of Canada 565k $45M 0% Mar 2025
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Raymond James Financial 560k $44M -3% Mar 2025
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Waterway Wealth Management 539k $43M 3% Mar 2025
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Advisor Group Holdings 458k $36M 120% Mar 2025
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IAG Wealth Partners 416k $33M 1% Mar 2025
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Rockefeller Capital Management 386k $30M 1% Dec 2024
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Stratos Wealth Partners 384k $31M -9% Mar 2025
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LRI Investments 338k $27M 0% Mar 2025
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Baird Financial 328k $26M -5% Dec 2024
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Lee-Kelleher Wealth Management 318k $25M 3% Mar 2025
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Goldman Sachs Group 316k $25M 4% Mar 2025
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Fox Financial 313k $25M 1% Mar 2025
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Fairway Wealth 259k $21M 16% Mar 2025
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Private Advisor 251k $20M 7% Mar 2025
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CLG 246k $20M 62% Mar 2025
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MAI Wealth Advisors 245k $20M -7% Mar 2025
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FIDELIS iM 236k $19M 43% Mar 2025
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Revolve Wealth Partners 220k $17M 1% Mar 2025
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Bristlecone Advisors 220k $17M -4% Mar 2025
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Steward Partners Investment Advisory 194k $15M 0% Dec 2024
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Future You Wealth 182k $14M 26% Mar 2025
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Main Street Financial Solutions 181k $14M 6% Mar 2025
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D.A. Davidson & Co. 181k $14M 23% Mar 2025
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Jpmorgan Chase & Co 180k $14M 16% Mar 2025
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HighTower Advisors 161k $13M 1% Dec 2024
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Kestra Advisory Services 160k $12M 5% Dec 2024
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Sanctuary Advisors 157k $13M 1% Dec 2024
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Northwestern Mutual Wealth Management Company 154k $12M 0% Dec 2024
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Wealth Enhancement Advisory Services 137k $11M -5% Mar 2025
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First American Trust 124k $9.9M 6% Mar 2025
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Almanack Investment Partners 124k $9.8M -9% Mar 2025
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RFG Advisory 121k $9.6M 17% Mar 2025
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Win Advisors 113k $9.0M 100% Mar 2025
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Advisors Preferred 112k $8.7M -22% Dec 2024
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United Advisor Group 109k $8.6M 6% Mar 2025
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Strategic Family Wealth Counselors 108k $8.6M 2% Mar 2025
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Stratos Wealth Advisors 106k $8.4M 2% Mar 2025
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CX Institutional 103k $8.2M -5% Mar 2025
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Key FInancial 97k $7.7M -2% Mar 2025
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Moller Financial Services 93k $7.4M -1% Mar 2025
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Stifel Financial 92k $7.2M 1% Dec 2024
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Tobias Financial Advisors 77k $6.0M -5% Dec 2024
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Graves-Light Private Wealth Management 69k $5.5M -1% Mar 2025
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Concurrent Investment Advisors 69k $5.5M 1657% Mar 2025
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Howard Bailey Securities 68k $5.4M -11% Mar 2025
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H&H Retirement Design & Management 67k $4.9M -1% Mar 2025
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Branch Banking & Trust Company 66k $5.2M -3% Mar 2025
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Equitable Holdings 65k $5.1M 2% Dec 2024
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Monticello Wealth Management 63k $5.0M 7% Mar 2025
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Kestra Private Wealth Services 62k $4.9M 2% Mar 2025
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Lake Street Financial 62k $4.9M -56% Mar 2025
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Congress Wealth Management LLC / DE / 61k $4.8M 4% Dec 2024
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Captrust Financial Advisors 61k $4.8M -5% Mar 2025
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Brian McDonald 59k $4.7M -1% Mar 2025
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Koshinski Asset Management 58k $4.6M 0% Mar 2025
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Geneos Wealth Management 25k $2.0M 5% Mar 2025
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Woodard & Co Asset Management Group 56k $4.4M 5% Mar 2025
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Bsc Private Wealth Management 55k $4.4M 0% Mar 2025
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Kingswood Wealth Advisors 54k $4.3M -11% Mar 2025
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Sigma Planning 54k $4.2M -1% Mar 2025
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Bank of New York Mellon 53k $4.2M 793% Mar 2025
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Janney Montgomery Scott 53k $4.2M 0% Mar 2025
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Brown Brothers Harriman & Co. 51k $4.1M 0% Mar 2025
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Gladstone Institutional Advisory 51k $4.0M 9% Dec 2024
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Circle Wealth Management 51k $4.0M 0% Dec 2024
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EP Wealth Advisors 51k $4.1M -2% Mar 2025
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Mml Investors Services 50k $3.8M 3% Dec 2024
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Nadler Financial 48k $3.8M 2% Mar 2025
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IFG Advisory 48k $3.8M -1% Mar 2025
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Linscomb & Williams 47k $3.7M -2% Mar 2025
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Lido Advisors 47k $3.6M 0% Dec 2024
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Assetmark 47k $3.6M -1% Dec 2024
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True Link Financial Advisors 46k $3.6M 100% Mar 2025
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Cresset Asset Management 46k $3.5M -4% Dec 2024
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Sontag Advisory 41k $3.2M 40% Mar 2025
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Aspiriant 40k $3.2M -3% Mar 2025
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Allen Capital Group 40k $3.2M 0% Mar 2025
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MidAtlantic Capital Management 39k $3.1M 31% Mar 2025
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HPM Partners 38k $3.0M 9% Mar 2025
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Meridian Financial Partners 37k $3.0M -2% Mar 2025
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Berger Financial Group 35k $2.7M -1% Mar 2025
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Rockport Wealth 34k $2.7M -2% Mar 2025
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Mission Wealth Management 34k $2.7M -5% Mar 2025
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Atria Wealth Solutions 33k $2.6M -31% Mar 2025
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Mather Group 32k $2.6M -3% Mar 2025
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Avant Capital 32k $2.5M 7% Mar 2025
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CRA Financial Services 32k $2.5M 1% Mar 2025
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Keybank National Association 31k $2.5M 0% Mar 2025
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Coldstream Capital Management 31k $2.5M 0% Mar 2025
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Flagship Wealth Advisors 31k $2.4M 100% Mar 2025
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Rollins Financial Advisors 30k $2.4M 1% Mar 2025
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H D Vest Advisory Services 30k $2.3M 2% Dec 2024
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FMR 30k $2.4M -3% Mar 2025
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Ausdal Financial Partners 30k $2.3M -1% Dec 2024
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Susquehanna International 27k $2.1M -42% Dec 2024
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Amplius Wealth Advisors 26k $2.1M 0% Mar 2025
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Kondo Wealth Advisors 26k $2.1M -2% Mar 2025
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Chicago Partners Investment 26k $2.0M -11% Mar 2025
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Foresight Capital Management Advisors 25k $2.0M 100% Mar 2025
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Gts Securities 25k $1.9M 100% Mar 2025
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Citigroup 24k $1.9M 3% Mar 2025
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Mesirow Financial Investment Management International Equity 24k $1.9M 100% Mar 2025
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A.N. Culbertson & Company 23k $1.8M 0% Mar 2025
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Atria Investments 22k $1.7M -2% Dec 2024
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Founders Financial Alliance 22k $1.8M 10% Mar 2025
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Resurgent Financial Advisors 22k $1.7M -1% Mar 2025
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Team Financial Group 22k $1.7M -14% Mar 2025
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Rsm Us Wealth Management 21k $1.7M -3% Mar 2025
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Wedmont Private Capital 20k $1.5M 145% Mar 2025
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Etesian Wealth Advisors 20k $1.6M 31% Mar 2025
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Integrys Wealth Advisors 20k $1.6M 0% Mar 2025
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Private Trust Co Na 20k $1.6M -8% Mar 2025
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Thrivent Financial for Lutherans 19k $1.6M -16% Mar 2025
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Bryn Mawr Trust 19k $1.5M -8% Mar 2025
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WealthBridge Capital Management 19k $1.5M -1% Mar 2025
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Alta Wealth Advisors 17k $1.4M 0% Mar 2025
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HB Wealth Management 17k $1.4M -4% Mar 2025
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Cascade Financial Partners 17k $1.4M -3% Mar 2025
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CoreCap Advisors 17k $1.4M 27% Mar 2025
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KCM Investment Advisors 17k $1.3M 0% Mar 2025
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Ashton Thomas Private Wealth 17k $1.3M 0% Mar 2025
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Valeo Financial Advisors 17k $1.3M 0% Mar 2025
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Kmg Fiduciary Partners 17k $1.3M 1% Mar 2025
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Us Bancorp 16k $1.3M -1% Mar 2025
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Tranquility Partners 16k $1.3M 4% Mar 2025
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Flynn Zito Capital Management 16k $1.3M -2% Mar 2025
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St. Clair Advisors 16k $1.2M -1% Mar 2025
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Parallel Advisors 16k $1.2M 0% Mar 2025
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Mariner Wealth Advisors 16k $1.2M -2% Mar 2025
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Wiley Bros.-aintree Capital 15k $1.2M 5% Dec 2024
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Northern Trust 15k $1.2M -8% Mar 2025
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Renaissance Technologies 15k $1.2M -1% Mar 2025
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Dorsey & Whitney Trust Company 14k $1.1M 0% Mar 2025
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WealthCare Investment Partners 14k $1.0M 56% Mar 2025
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Beacon Financial 13k $1.0M -32% Mar 2025
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Advisors Capital Management 13k $1.0M -98% Mar 2025
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J.w. Cole Advisors 4.4k $346k -83% Mar 2025
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Who sold out of WisdomTree LargeCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Bank Hapoalim Bm Dec 2024 95k $7.4M