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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$82K +$190 +3 +0.2%
FMTCOCP
252
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.2K
OIA
254
Optimum Investment Advisors
Illinois
$79K -$9.43K -149 -11%
HI
255
Hudock Inc
Pennsylvania
$78K
TFGT
256
TS Financial Group (TSFG)
Illinois
$75K
CFB
257
Cullen/Frost Bankers
Texas
$66K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$62K +$59.1K +934 New
LWP
259
Lumature Wealth Partners
Georgia
$53K
NL
260
NVWM LLC
Pennsylvania
$51K
IA
261
IFP Advisors
Florida
$48K
FHA
262
First Horizon Advisors
Tennessee
$44K
COCM
263
Charter Oak Capital Management
New Hampshire
$43K -$6.14K -97 -13%
RIM
264
Rockbridge Investment Management
New York
$43K +$41.3K +652 New
NFG
265
Next Financial Group
Texas
$38K +$19.1K +302 +113%
GWS
266
Glassman Wealth Services
Virginia
$37K +$35.3K +558 New
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$35K +$33.9K +536 New
CFD
268
Creative Financial Designs
Indiana
$31K
AF
269
Advisornet Financial
Minnesota
$28K -$316K -5,000 -92%
VNA
270
Valley National Advisers
Pennsylvania
$27K
CA
271
Clearstead Advisors
Ohio
$26K +$127 +2 +0.5%
GWSG
272
GPS Wealth Strategies Group
Colorado
$25K +$190 +3 +0.8%
TFS
273
TrustCore Financial Services
Tennessee
$24K
HNB
274
Huntington National Bank
Ohio
$23K
SCA
275
Stonebridge Capital Advisors
Minnesota
$23K