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WisdomTree US LargeCap Dividend Fund

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWAG
226
Garrett Wealth Advisory Group
Texas
$375K +$364 +5 +0.1%
FTDI
227
First Trust Direct Indexing
Massachusetts
$371K
RJT
228
Raymond James Trust
Florida
$371K +$15.7K +216 +4%
NB
229
Nicolet Bankshares
Wisconsin
$370K
FNBT
230
FineMark National Bank & Trust
Florida
$363K
BSW
231
Buckingham Strategic Wealth
Missouri
$360K
MWM
232
Marion Wealth Management
Pennsylvania
$356K +$13.3K +183 +4%
CC
233
Courier Capital
New York
$348K
RSWA
234
Robinson Smith Wealth Advisors
Maine
$347K
SL
235
Salomon & Ludwin
Virginia
$347K -$7.78K -107 -2%
SLT
236
St Louis Trust
Missouri
$343K
CIA
237
Choate Investment Advisors
Massachusetts
$343K
OFS
238
OneAscent Financial Services
Alabama
$342K
RG
239
Rathbones Group
United Kingdom
$342K
Brown Advisory
240
Brown Advisory
Maryland
$340K +$10.9K +150 +3%
NFA
241
Northwest Financial Advisors
Virginia
$339K +$1.24K +17 +0.4%
BJL
242
Brighton Jones LLC
Washington
$339K -$29K -399 -8%
AAS
243
Ameritas Advisory Services
Nebraska
$337K -$2.91K -40 -0.9%
Citadel Advisors
244
Citadel Advisors
Florida
$330K -$616K -8,472 -65%
GEA
245
Glen Eagle Advisors
New Jersey
$329K +$364 +5 +0.1%
FCI
246
Financial Counselors Inc
Kansas
$311K -$1.75K -24 -0.6%
AWM
247
AE Wealth Management
Kansas
$308K +$11.6K +159 +4%
C
248
Certuity
Florida
$307K
IFWM
249
Institute for Wealth Management
Colorado
$302K
EAM
250
Empirical Asset Management
Massachusetts
$297K +$297K +11,231 New