WisdomTree US LargeCap Dividend Fund
340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
6% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 107
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Holders
340
Holding in Top 10
14
Calls
$884K
Puts
–
Top Buyers
| 1 | +$17.1M | |
| 2 | +$15.5M | |
| 3 | +$12.2M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$9.88M |
| 5 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$9.4M |
Top Sellers
| 1 | -$11M | |
| 2 | -$7.82M | |
| 3 | -$5.87M | |
| 4 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$5.16M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$3.35M |