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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$245K -$211K -3,336 -64%
SSWG
227
Seven Springs Wealth Group
Tennessee
$238K
CCM
228
Carlson Capital Management
Minnesota
$232K
PFS
229
Prospera Financial Services
Texas
$232K
SPA
230
Sentinel Pension Advisors
Massachusetts
$230K +$220K +3,483 New
CTFG
231
Capstone Triton Financial Group
Oklahoma
$228K +$1.9K +30 +0.9%
PO
232
Private Ocean
California
$226K
AP
233
Adero Partners
California
$223K
PWP
234
Perfromance Wealth Partners
Illinois
$213K +$204K +3,220 New
BHIA
235
Birch Hill Investment Advisors
Massachusetts
$211K +$202K +3,200 New
HI
236
Harbour Investments
Wisconsin
$209K -$129K -2,039 -39%
AWA
237
Arkadios Wealth Advisors
Georgia
$202K +$127 +2 +0.1%
PA
238
PSI Advisors
Florida
$199K -$8.48K -134 -4%
AA
239
Ancora Advisors
Ohio
$174K +$10.5K +166 +7%
PP
240
Pacifica Partners
Canada
$169K +$160K +2,534 New
AIP
241
Ahrens Investment Partners
Louisiana
$166K +$159K +2,518 New
WTA
242
Washington Trust Advisors
Massachusetts
$153K +$147K +2,320 New
CFA
243
Carroll Financial Associates
North Carolina
$131K
GEA
244
Glen Eagle Advisors
New Jersey
$116K
MA
245
MUFG Americas
New York
$113K +$108K +1,710 New
Franklin Resources
246
Franklin Resources
California
$111K
ST
247
Smithfield Trust
Pennsylvania
$106K
JEST
248
JTC Employer Solutions Trustee
Jersey
$97K -$92.7K -1,465 -50%
CFO
249
CVA Family Office
Colorado
$94K
S
250
SignatureFD
Georgia
$90K