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WisdomTree US LargeCap Dividend Fund

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
251
MCF Advisors
Kentucky
$177K
IA
252
IFP Advisors
Florida
$176K
AA
253
Ancora Advisors
Ohio
$167K +$11.2K +189 +7%
AIP
254
Ahrens Investment Partners
Louisiana
$154K
PFS
255
Prospera Financial Services
Texas
$153K -$54.3K -918 -26%
PP
256
Pacifica Partners
Canada
$153K
PA
257
PSI Advisors
Florida
$137K -$471 -8 -0.3%
SWM
258
Spire Wealth Management
Virginia
$128K
WTA
259
Washington Trust Advisors
Massachusetts
$123K -$2.08K -35 -2%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$112K
BC
261
Bartlett & Co
Ohio
$112K
PTC
262
Private Trust Company
Ohio
$104K +$104K +1,766 New
MA
263
MUFG Americas
New York
$101K
Franklin Resources
264
Franklin Resources
California
$100K
ST
265
Smithfield Trust
Pennsylvania
$95K
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$90K -$2.18M -37,039 -96%
JEST
267
JTC Employer Solutions Trustee
Jersey
$87K
CFO
268
CVA Family Office
Colorado
$84K
S
269
SignatureFD
Georgia
$81K
BTI
270
Blue Trust Inc
Georgia
$81K +$81K +1,232 New
HFS
271
Heritage Financial Services
Massachusetts
$76K +$76K +1,300 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$73K +$118 +2 +0.2%
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K
OIA
274
Optimum Investment Advisors
Illinois
$71K +$59 +1 +0.1%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.9K