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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
226
HBW Advisory Services
California
$297K +$297K +4,794 New
SLT
227
St Louis Trust
Missouri
$292K +$292K +4,720 New
MWM
228
Marion Wealth Management
Pennsylvania
$292K +$65.1K +1,051 +29%
CIA
229
Choate Investment Advisors
Massachusetts
$292K +$292K +4,710 New
GWP
230
Gateway Wealth Partners
Wisconsin
$291K +$291K +4,697 New
PA
231
PFG Advisors
Arizona
$289K
Prudential Financial
232
Prudential Financial
New Jersey
$286K -$80.8K -1,304 -22%
CJFS
233
Coulter & Justus Financial Services
Tennessee
$279K
IFWM
234
Institute for Wealth Management
Colorado
$273K
Neuberger Berman Group
235
Neuberger Berman Group
New York
$272K
WCG
236
Weaver Consulting Group
California
$270K
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$267K +$144K +2,297 +118%
IF
238
Intrua Financial
Texas
$265K +$1.36K +22 +0.5%
EWA
239
Exencial Wealth Advisors
Oklahoma
$264K +$12.5K +202 +5%
LGA
240
Lebenthal Global Advisors
New York
$257K +$21.7K +350 +9%
CAL
241
Capital Analysts LLC
Pennsylvania
$256K -$4.48K -72 -2%
BJL
242
Brighton Jones LLC
Washington
$255K +$1.55K +25 +0.6%
SF
243
Synovus Financial
Georgia
$252K +$25.6K +413 +11%
LFS
244
Lutz Financial Services
Nebraska
$251K
NCMW
245
Northern Capital Management (Washington)
Washington
$239K
CTFG
246
Capstone Triton Financial Group
Oklahoma
$233K +$5.95K +96 +3%
JWBC
247
J.W. Burns & Co
New York
$232K
W
248
Wealthquest
Ohio
$229K
MIM
249
MTM Investment Management
South Carolina
$227K -$12.4K -200 -5%
TF
250
TIAA FSB
Florida
$224K -$24.7K -398 -10%