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WisdomTree US LargeCap Dividend Fund

341 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, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
Salomon & Ludwin
Virginia
$310K
BPA
227
Beacon Pointe Advisors
California
$308K +$19.6K +316 +7%
CC
228
Courier Capital
New York
$304K
WA
229
WBH Advisory
Maryland
$300K -$44.4K -716 -13%
MWM
230
Marion Wealth Management
Pennsylvania
$300K
CIA
231
Choate Investment Advisors
Massachusetts
$300K
GWP
232
Gateway Wealth Partners
Wisconsin
$299K
SLT
233
St Louis Trust
Missouri
$298K
SKK
234
Shepherd Kaplan Krochuk
Massachusetts
$297K -$12.4K -200 -4%
PW
235
Peninsula Wealth
California
$297K
CJFS
236
Coulter & Justus Financial Services
Tennessee
$287K
PA
237
PFG Advisors
Arizona
$283K -$14.2K -229 -5%
AAS
238
Ameritas Advisory Services
Nebraska
$282K +$869 +14 +0.3%
Neuberger Berman Group
239
Neuberger Berman Group
New York
$276K
FCI
240
Financial Counselors Inc
Kansas
$274K -$8.5K -137 -3%
GEA
241
Glen Eagle Advisors
New Jersey
$272K +$125K +2,020 +90%
C
242
Certuity
Florida
$268K -$75.7K -1,221 -22%
IFWM
243
Institute for Wealth Management
Colorado
$266K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$263K +$124 +2 +0%
IF
245
Intrua Financial
Texas
$263K +$931 +15 +0.4%
KA
246
Kovack Advisors
Florida
$263K -$1.64M -26,514 -87%
NA
247
NewEdge Advisors
Louisiana
$261K +$243K +3,911 +2,037%
PWA
248
PCG Wealth Advisors
Kansas
$258K +$22.3K +360 +10%
LFS
249
Lutz Financial Services
Nebraska
$257K
IA
250
Insight Advisors
Pennsylvania
$254K -$67.9K -1,095 -21%