DLN icon

WisdomTree US LargeCap Dividend Fund

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$226K +$1.33K +24 +0.6%
LFS
227
Lutz Financial Services
Nebraska
$224K
EWA
228
Exencial Wealth Advisors
Oklahoma
$224K +$110 +2 +0%
HBW
229
Hazlett, Burt & Watson
West Virginia
$223K +$1.6K +29 +0.7%
TF
230
TIAA FSB
Florida
$222K -$255K -4,597 -53%
FC
231
Fusion Capital
South Carolina
$214K
NCMW
232
Northern Capital Management (Washington)
Washington
$213K
MIM
233
MTM Investment Management
South Carolina
$213K
PCIA
234
Prime Capital Investment Advisors
Kansas
$211K -$14.9K -270 -7%
LGA
235
Lebenthal Global Advisors
New York
$209K
JWBC
236
J.W. Burns & Co
New York
$207K
W
237
Wealthquest
Ohio
$204K
HI
238
Harbour Investments
Wisconsin
$203K
MWM
239
Marion Wealth Management
Pennsylvania
$202K -$98.8K -1,790 -33%
CTFG
240
Capstone Triton Financial Group
Oklahoma
$202K +$11.3K +205 +6%
SF
241
Synovus Financial
Georgia
$202K +$202K +3,660 New
PO
242
Private Ocean
California
$188K
IA
243
IFP Advisors
Florida
$176K +$270 +3 +0.2%
AA
244
Ancora Advisors
Ohio
$175K +$18.4K +332 +12%
MA
245
MCF Advisors
Kentucky
$166K
PP
246
Pacifica Partners
Canada
$147K
GEA
247
Glen Eagle Advisors
New Jersey
$133K -$107K -1,940 -45%
SWM
248
Spire Wealth Management
Virginia
$120K
WTA
249
Washington Trust Advisors
Massachusetts
$115K
BC
250
Bartlett & Co
Ohio
$105K