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WisdomTree US LargeCap Dividend Fund

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
Net Calls
+$489K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
226
Hudock Inc
Pennsylvania
$70K
CFO
227
CVA Family Office
Colorado
$69K
TFGT
228
TS Financial Group (TSFG)
Illinois
$68K
TCWA
229
Ten Capital Wealth Advisors
Washington
$62K
CFB
230
Cullen/Frost Bankers
Texas
$59K
LWP
231
Lumature Wealth Partners
Georgia
$48K
SNT
232
Security National Trust
West Virginia
$48K
NL
233
NVWM LLC
Pennsylvania
$46K
COCM
234
Charter Oak Capital Management
New Hampshire
$45K -$3.1K -52 -6%
IA
235
IFP Advisors
Florida
$44K
WQ
236
Wealth Quarterback
New Jersey
$42K +$243 +4 +0.6%
FHA
237
First Horizon Advisors
Tennessee
$40K
CFD
238
Creative Financial Designs
Indiana
$28K
LWM
239
Liberty Wealth Management
California
$24K
VNA
240
Valley National Advisers
Pennsylvania
$24K
CA
241
Clearstead Advisors
Ohio
$23K +$238 +4 +1%
CC
242
Chicago Capital
Illinois
$23K +$23K +380 New
GWSG
243
GPS Wealth Strategies Group
Colorado
$22K -$29.5K -498 -57%
SCA
244
Stonebridge Capital Advisors
Minnesota
$21K -$21K -350 -50%
HNB
245
Huntington National Bank
Ohio
$21K -$21K
CDIA
246
Capital Directions Investment Advisors
Georgia
$21K +$21K +350 New
JCM
247
Jacobi Capital Management
Pennsylvania
$21K +$21K +358 New
TFS
248
TrustCore Financial Services
Tennessee
$21K +$21K +360 New
ARIS
249
Advanced Research Investment Solutions
California
$20.5K +$20.5K +344 New
CAL
250
Capital Advisors Ltd
Ohio
$19K