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WisdomTree US LargeCap Dividend Fund

310 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.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% 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
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$226K +$1.46K +24 +0.6%
LFS
227
Lutz Financial Services
Nebraska
$224K
EWA
228
Exencial Wealth Advisors
Oklahoma
$224K +$121 +2 +0%
HBW
229
Hazlett, Burt & Watson
West Virginia
$223K +$1.76K +29 +0.7%
TF
230
TIAA FSB
Florida
$222K -$279K -4,597 -53%
IFG
231
Independent Financial Group
California
$218K
FC
232
Fusion Capital
South Carolina
$214K
MIM
233
MTM Investment Management
South Carolina
$213K
NCMW
234
Northern Capital Management (Washington)
Washington
$213K
PCIA
235
Prime Capital Investment Advisors
Kansas
$211K -$16.4K -270 -7%
LGA
236
Lebenthal Global Advisors
New York
$209K
JWBC
237
J.W. Burns & Co
New York
$207K
W
238
Wealthquest
Ohio
$204K
HI
239
Harbour Investments
Wisconsin
$203K
MWM
240
Marion Wealth Management
Pennsylvania
$202K -$109K -1,790 -33%
CTFG
241
Capstone Triton Financial Group
Oklahoma
$202K +$12.4K +205 +6%
SF
242
Synovus Financial
Georgia
$202K +$222K +3,660 New
PO
243
Private Ocean
California
$188K
IA
244
IFP Advisors
Florida
$176K +$182 +3 +0.2%
AA
245
Ancora Advisors
Ohio
$175K +$20.1K +332 +12%
MA
246
MCF Advisors
Kentucky
$166K
PP
247
Pacifica Partners
Canada
$147K
GEA
248
Glen Eagle Advisors
New Jersey
$133K -$118K -1,940 -45%
SWM
249
Spire Wealth Management
Virginia
$120K
WTA
250
Washington Trust Advisors
Massachusetts
$115K