WisdomTree US LargeCap Dividend Fund
338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 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:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
22% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 120
Holders
338
Holding in Top 10
12
Calls
$529K
Puts
–
Top Buyers
| 1 | +$12.6M | |
| 2 | +$10.5M | |
| 3 | +$7.88M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.57M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$3.52M |
Top Sellers
| 1 | -$13.4M | |
| 2 | -$8.77M | |
| 3 | -$8.41M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.63M |
| 5 |
Morgan Stanley
New York
|
-$6.36M |