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WisdomTree US LargeCap Dividend Fund

310 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Bartlett & Co
Ohio
$105K
BCWM
252
Bartlett & Co Wealth Management
Ohio
$105K
MA
253
MUFG Americas
New York
$94K
Franklin Resources
254
Franklin Resources
California
$93K
PA
255
PSI Advisors
Florida
$88K -$43.7K -720 -31%
ST
256
Smithfield Trust
Pennsylvania
$88K
JEST
257
JTC Employer Solutions Trustee
Jersey
$81K
CFO
258
CVA Family Office
Colorado
$79K
HGERS
259
Householder Group Estate & Retirement Specialist
Arizona
$77K +$84.6K +1,396 New
S
260
SignatureFD
Georgia
$75K
BTI
261
Blue Trust Inc
Georgia
$73K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$69K +$182 +3 +0.2%
FMTCOCP
263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K
OIA
264
Optimum Investment Advisors
Illinois
$67K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$67K +$69.7K +1,150 +2,054%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3K
HI
267
Hudock Inc
Pennsylvania
$65K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$62K
APC
269
Aspire Private Capital
North Carolina
$60K
CFB
270
Cullen/Frost Bankers
Texas
$55K
BONH
271
Bank of New Hampshire
New Hampshire
$45K
LWP
272
Lumature Wealth Partners
Georgia
$44K
NL
273
NVWM LLC
Pennsylvania
$43K
AF
274
Advisornet Financial
Minnesota
$42K
GIA
275
GHP Investment Advisors
Colorado
$41K